Define a Company's Access to a Client

Depending on your role in WorkBook, you can specify which companies in WorkBook has access to a client in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To define a company's access to a client:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the client whose company access settings you want to define by completing any of the following actions:
   • In the Search in Grid field, enter the name of the client, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
4. On the grid toolbar, click Resource Information / to display the client card.
5. On the side toolbar of the client card, click Client Settings > Employee Access.
6. On the Company Access tab, select the companies that you want to give access to the client.