Clients Logins

Even if you decide not to give login rights to a company when first defining it, you can always change your mind.

To create a login for a client, follow these steps:

• Search for the client by scrolling down the page or looking for him, using the

   icon.

• Click on Select. The Client's page opens with all the details.

• Click on People & Logins.

Open

• Click on Add new.

• Fill in the mandatory fields (those with an asterisk); it is recommended to fill in all fields.

Open

• Activate the Create a login for this person or contact checkbox. Additional mandatory fields are shown.

• Fill in the Login, Password, and Retype password fields.

• Click on Save.

When you create a login for a client, you will notice that the user profile is defined as External Worker.

However, you can assign the following profiles:

The following diagram illustrates the differences: