Zum Hauptinhalt springen

How to assign clients to your employees

Eva avatar
Verfasst von Eva
Vor über 2 Jahren aktualisiert

Assigning clients to your employees allows them to work only on the documents of the clients you choose.

Employees will only see the documents of the clients they've been assigned.

  • Go to the Clients menu

    Image_1501.png


  • Click on a client.

  • At the bottom, under Assign users, select the user to assign to the client.

    Image_1502.png


  • Save.

Hat dies deine Frage beantwortet?