How To: Link Users to a Client


Clients is not enabled by default.

Please email Development for more information.
Note: there will be additional costs involved if this option is enabled.


Users are set up in System Data in the [ Others | Users ] screen. When Client functionality is enabled, there is an additional column 'Client' which allows a user to be linked to a specific client.

To link a User to a Client:

  1. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  2. For the relevant user, focus in the Client column and press f4.
  3. Select the required Client from the drop-down.
  4. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.


Notes:

  1. Parent company is the default. Users with Parent Company defined against them can log into all other clients.
  2. Users with a non-parent company assigned to them can only log into that client.


See Also

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