How to grant your client access to the system.
To grant your client access to the system for viewing the roster and other data, follow these steps:
1. Navigate to "Settings" > "Users & Permissions".
2. Add the user's information, including their first and last name, email, and select the security profile "Client" and user type to be “Client”.
3. Save the record. The system will automatically send an invitation to the client's specified email address, where they can create a password and start using the system.
4. Proceed to the "Assigned Site / Teams" tab.
5. From the left panel, select and add the sites that the client should have access to. Use drag & drop to move the selected site to the right-hand side panel.
6. Move to the "Users Permissions" tab.
7. Select the "Client" access profile from the left panel.
8. In the middle panel, click on the edit button to modify the "Client" profile. This is where you choose and select which screens the client has access to. Depending on your business, make sure you grant him access to areas of the system that relates to him , such as the scheduler, timesheet screen, reports but not payroll, invoicing, setting & setup.
9. Tick and select the screens you want your client to access. Different access levels (View & Maintain) are available for each screen.
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