Client pools - Revision history

Andrii at 19:36, 8 September 2025

2025-09-08T19:36:22Z

Andrii: /* Objects access */

2023-12-05T14:07:56Z

‎Objects access

Andrii: /* Update client pool */

2022-09-06T11:43:10Z

‎Update client pool

Andrii at 11:42, 6 September 2022

2022-09-06T11:42:26Z

Andrii at 11:13, 6 September 2022

2022-09-06T11:13:30Z

Andrii: /* Create client pool */

2022-09-06T11:09:05Z

‎Create client pool

Andrii: /* Create client pool */

2022-09-06T11:08:40Z

‎Create client pool

Andrii at 09:48, 25 August 2022

2022-08-25T09:48:24Z

Andrii: /* Objects access */

2022-08-15T09:40:45Z

‎Objects access

Andrii at 07:29, 14 August 2022

2022-08-14T07:29:20Z

@@ Line 98: / Line 98: @@
 If, for instance, a user with the role "Project and finance manager" is assigned to a client pool, they will be able to access the following objects: profiles of clients from their pool, quotes and projects created for them (including jobs, payables, and receivables created within these projects) as well as invoices and payments related to clients from the pool.
-::<span style="color:orange">'''Note:'''</span> If a vendor invoice contains payables from projects for clients that are not included in the manager's pool, this manager will not be able to access this invoice. The same logic applies to payments.
+::<span style="color:orange">'''Note:'''</span> If a vendor invoice contains payables from projects for clients that are not included in the manager's pool, such an invoice will not be visible to the manager at all. The same logic applies to payments.
 ::<span style="color:orange">'''Note:'''</span> The manager with a client pool assigned still can access all the vendor profiles.
 If the manager is not assigned to any client pools, they will see all the client profiles and will be able to access all the objects according to their role (for more info on roles and access rights, please see the <U>[[Access rights|'''Access rights''']]</U> page).

@@ Line 98: / Line 98: @@
 If, for instance, a user with the role "Project and finance manager" is assigned to a client pool, they will be able to access the following objects: profiles of clients from their pool, quotes and projects created for them (including jobs, payables, and receivables created within these projects) as well as invoices and payments related to clients from the pool.
-::<span style="color:orange">'''Note:'''</span> If a vendor invoice contains payables from projects for clients that are not included in the manager's pool, this manager will not be able to access this invoice. The same logic applies to payments. The manager will also not be able to unlink such a payment from the vendor invoice.
+::<span style="color:orange">'''Note:'''</span> If a vendor invoice contains payables from projects for clients that are not included in the manager's pool, this manager will not be able to access this invoice. The same logic applies to payments.
 ::<span style="color:orange">'''Note:'''</span> The manager with a client pool assigned still can access all the vendor profiles.
 If the manager is not assigned to any client pools, they will see all the client profiles and will be able to access all the objects according to their role (for more info on roles and access rights, please see the <U>[[Access rights|'''Access rights''']]</U> page).

@@ Line 56: / Line 56: @@
 =='''Update client pool'''==
-To change the client pool name or description, click "Update":
+To change the client pool name or description, click '''"Update"''':
 [[File:Update client pool.png|border|1070px]]
-Make changes and click "Update":
+Make changes and click '''"Update"''':
 [[File:Update client pool2.png|border|1070px]]

@@ Line 35: / Line 35: @@
 [[File:Client pool.png|border|1070px]]
 =='''Search pools with filters'''==
@@ Line 61: / Line 89: @@
 ::<span style="color:orange">'''Note:'''</span> The applied filter settings will remain even if you leave the page.
 =='''Objects access'''==

@@ Line 19: / Line 19: @@
 [[File:Create client pool.png|border|1070px]]
 =='''Add clients'''==
@@ Line 33: / Line 35: @@
 [[File:Client pool.png|border|1070px]]
 =='''Search pools with filters'''==

@@ Line 20: / Line 20: @@
 [[File:Create client pool.png|border|1070px]]
-==='''Add clients'''===
+=='''Add clients'''==
 Once the client pool is created, click the '''"Update"''' button in the "Number of clients" row to add clients to the pool:

← Older revision		Revision as of 11:08, 6 September 2022
Line 19:		Line 19:

	[[File:Create client pool.png\|border\|1070px]]		[[File:Create client pool.png\|border\|1070px]]
		+
		+	==='''Add clients'''===

	Once the client pool is created, click the '''"Update"''' button in the "Number of clients" row to add clients to the pool:		Once the client pool is created, click the '''"Update"''' button in the "Number of clients" row to add clients to the pool:

@@ Line 14: / Line 14: @@
 Click the '''"New client pool"''' button:
-[[File:New client pool.png|border|1050px]]
+[[File:New client pool.png|border|1070px]]
 Fill in the name and click '''"Create"''':
-[[File:Create client pool.png|border|1050px]]
+[[File:Create client pool.png|border|1070px]]
 Once the client pool is created, click the '''"Update"''' button in the "Number of clients" row to add clients to the pool:
-[[File:Update number of clients.png|border|1050px]]
+[[File:Update number of clients.png|border|1070px]]
 Tick clients that you need to add and click '''"Update"''':
@@ Line 30: / Line 30: @@
 You can click the numbers in the table to see the lists of clients added to the pool and managers you assigned:
-[[File:Client pool.png|border|1050px]]
+[[File:Client pool.png|border|1070px]]
 Only an administrator can create client pools and assign them to managers.
@@ Line 38: / Line 38: @@
 By default, you can see all the client pools in your database. If you want to see what pools a client or manager is added to, you may apply filters:
-[[File:Client pools filters.png|border|1000px]]
+[[File:Client pools filters.png|border|1070px]]
 You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner.
@@ Line 46: / Line 46: @@
 If the filter  is applied, the header turns blue:
-[[File:14.png|border|1000px]]
+[[File:14.png|border|1070px]]
 You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
@@ Line 56: / Line 56: @@
 To inactivate the filter, click the '''"Clear"''' button. The header color will turn to gray, which means that no filter is applied:
-[[File:S1.png|border|1000px]]
+[[File:S1.png|border|1070px]]
 ::<span style="color:orange">'''Note:'''</span> The applied filter settings will remain even if you leave the page.
@@ Line 68: / Line 68: @@
 Open a needed manager's profile and click '''"Update"''':
-[[File:Update manager details.png|border|1050px]]
+[[File:Update manager details.png|border|1070px]]
 Select a needed client pool and click '''"Update"''':
-[[File:Update_managers_details.png|border|1050px]]
+[[File:Update_managers_details.png|border|1070px]]
 A manager can be assigned to only one client pool.

@@ Line 82: / Line 82: @@
 A client pool is an additional filter that you can use to narrow down access rights to the clients and other objects. These objects are marked with "1" in the "Role-based access control" table:
-[[File:Role-based access control table (client pools).png|border|1000px]]
+[[File:Role-based access control table (client pools).1.png|border|1200px]]
 If, for instance, a user with the role "Project and finance manager" is assigned to a client pool, they will be able to access the following objects: profiles of clients from their pool, quotes and projects created for them (including jobs, payables, and receivables created within these projects) as well as invoices and payments related to clients from the pool.

@@ Line 1: / Line 1: @@
 __FORCETOC__
 ''Settings – Access control – Client pools: [https://cloud.protemos.com/client-pool/index cloud.protemos.com/client-pool/index]''
 ----