Client employees

Client employees are managed from the client file.

Add a client employee

Click in the employee list. The fields are described in “Client employee” dialog.

For the system to send messages to a client employee, the employee must have an email entered, have user access and not be dismissed.

Main contact

After you enter the client employees, mark which of them is the main contact. This lets the system communicate primarily with them and, optionally, with the others. To do this, edit the client's basic details: right-click the client and select Edit.

Grant access

As with the organization's employees, access is granted from the client employee's profile. Open it with from the list.

Access and roles are set in the Permissions section in the same way as for the organization's employees. The only difference is the available roles.