Difference between revisions of "Client pools"
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<span style="color:red">This page is not completed yet.</span> | <span style="color:red">This page is not completed yet.</span> | ||
| − | You can create client pools and assign them to certain managers so that they will only be able to see the corresponding client profiles and other client-related info from their pool according to their role. It can help you adjust the access rights of a specific manager | + | You can create client pools and assign them to certain managers so that they will only be able to see the corresponding client profiles and other client-related info from their pool according to their role. It can help you adjust the access rights of a specific manager according to your needs. |
::<span style="color:orange">'''Note:'''</span> Note: if an invoice contains payables from projects for clients that are not included in a 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> Note: if an invoice contains payables from projects for clients that are not included in a manager's pool, this manager will not be able to access this invoice. The same logic applies to payments. | ||
Revision as of 15:17, 27 June 2022
This page is not completed yet.
You can create client pools and assign them to certain managers so that they will only be able to see the corresponding client profiles and other client-related info from their pool according to their role. It can help you adjust the access rights of a specific manager according to your needs.
- Note: Note: if an invoice contains payables from projects for clients that are not included in a manager's pool, this manager will not be able to access this invoice. The same logic applies to payments.
Only an administrator can create client pools and assign them to managers.
Client pools cannot be assigned to the users with the following roles: an administrator; to-do employee, and vendor manager
