WorkBook

Define New Employees' Access to Clients

Depending on your role in WorkBook, you can specify in Resources whether or not new company employees will automatically have access to client data.

Note: You must have permission to add, delete, and modify resources to complete this task.

To define new employees' access to clients:

  1. On the main toolbar, click Resources .
  2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
  3. Select a client by completing any of the following actions:
    • In the Search in Grid field, enter the name of the client, then select it from the grid.
    • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
  4. On the grid toolbar, click Resource Information / to display the client card.
  5. On the side toolbar of the client card, click Client Settings > New Employee Access to Clients.
  6. In the Grant Access to the Client Data column, select the check boxes for the companies whose new employees will automatically have access to client data.