Create New Client Limitations

To use the Proof HQ submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To create a new client limitation:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Global System Settings > Proof HQ.
  3. On the grid toolbar, click Create a New Limitation for a Client .
  4. Select from the drop-down list the client you want to create new limitation for.
  5. You can edit the Allowed field by double-clicking on it.