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How to assign clients to your employees

Eva avatar
Written by Eva
Updated over 2 years ago

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

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  • Click on a client.

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

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  • Save.

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