Add a client employee and grant access

1. Open the client file: in ☰ → CRM → Clients, click or click the client name.
2. In the Employees group, click .
3. Fill in the name, job position and email. See “Client employee” dialog.
4. Click Save.
5. To grant access, click next to the employee, open the Permissions section, click Edit, select Has access to the system, choose the roles and click Save.
6. If this is the main contact: right-click the client → Edit and select the employee in the Main contact field.

The system sends messages only to client employees who have an email, user access and are not marked as dismissed.