Grant Access to the Data of Clients

Use the New Employee Access to Clients submodule to grant access to the data of selected clients.

To use the New Employee Access to Clients submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To grant access to the data of a client:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the client data that you want to enable access to.
3. In the left pane of the Settings screen, click Clients & Resources > New Employee Access to Clients.
4. Highlight the client whose data you want to enable access to and select the Grant access to the client data check box.
5. If you want to remove access to a client's data, unselect the Grant access to the client data check box.