Difference between revisions of "Client pools"
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Click the '''"New client pool"''' button: | Click the '''"New client pool"''' button: | ||
| − | [[File:New client pool.png|border| | + | [[File:New client pool.png|border|1070px]] |
Fill in the name and click '''"Create"''': | Fill in the name and click '''"Create"''': | ||
| − | [[File:Create client pool.png|border| | + | [[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: | 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| | + | [[File:Update number of clients.png|border|1070px]] |
Tick clients that you need to add and click '''"Update"''': | Tick clients that you need to add and click '''"Update"''': | ||
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You can click the numbers in the table to see the lists of clients added to the pool and managers you assigned: | 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| | + | [[File:Client pool.png|border|1070px]] |
Only an administrator can create client pools and assign them to managers. | Only an administrator can create client pools and assign them to managers. | ||
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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: | 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| | + | [[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. | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner. | ||
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If the filter is applied, the header turns blue: | If the filter is applied, the header turns blue: | ||
| − | [[File:14.png|border| | + | [[File:14.png|border|1070px]] |
You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button. | You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button. | ||
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To inactivate the filter, click the '''"Clear"''' button. The header color will turn to gray, which means that no filter is applied: | 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| | + | [[File:S1.png|border|1070px]] |
::<span style="color:orange">'''Note:'''</span> The applied filter settings will remain even if you leave the page. | ::<span style="color:orange">'''Note:'''</span> The applied filter settings will remain even if you leave the page. | ||
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Open a needed manager's profile and click '''"Update"''': | Open a needed manager's profile and click '''"Update"''': | ||
| − | [[File:Update manager details.png|border| | + | [[File:Update manager details.png|border|1070px]] |
Select a needed client pool and click '''"Update"''': | Select a needed client pool and click '''"Update"''': | ||
| − | [[File:Update_managers_details.png|border| | + | [[File:Update_managers_details.png|border|1070px]] |
A manager can be assigned to only one client pool. | A manager can be assigned to only one client pool. | ||
Revision as of 11:48, 25 August 2022
Settings – Access control – Client pools: cloud.protemos.com/client-pool/index
This feature allows you to limit the access of your managers to specific clients by creating client pools and assigning them to managers. This way, they will only be able to see the corresponding client profiles and other client-related info from their pool and according to their role. For instance, you can create a pool with one client and assign it to a specific manager, and this manager will have access only to that one client and will not see anything related to other clients.
Create client pool
To create a client pool, go to Settings -> Access Control -> Client Pools:
Click the "New client pool" button:
Fill in the name and click "Create":
Once the client pool is created, click the "Update" button in the "Number of clients" row to add clients to the pool:
Tick clients that you need to add and click "Update":
You can click the numbers in the table to see the lists of clients added to the pool and managers you assigned:
Only an administrator can create client pools and assign them to managers.
Search pools with filters
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:
You can hide or display filter fields by clicking the 
button in the upper right corner.
To use the filters, select the needed client and/or manager and click "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
- Note: The hidden filter remains activated.
You can expand the hidden filter back by clicking again.
To inactivate the filter, click the "Clear" button. The header color will turn to gray, which means that no filter is applied:
- Note: The applied filter settings will remain even if you leave the page.
Assign managers
To assign a client pool to a certain manager, go to "Settings" -> "Access Control" -> "Managers":
Open a needed manager's profile and click "Update":
Select a needed client pool and click "Update":
A manager can be assigned to only one client pool.
- Note: Client pools cannot be assigned to the users with the following roles: an administrator; vendor manager; to-do employee.
Objects access
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:
.1.png)
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.
- Note: 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.
- Note: 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 Access rights page).
