Specify Which Clients an Employee Has Access To

Depending on your role in WorkBook, you can individually specify which clients an employee should have access to by using the employee card in Resources. You can also display the employee card from Settings > Employee Settings > Employee Settings

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

To specify which clients an employee has access to:

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 an employee by completing any of the following actions:
   • In the Search in Grid field, enter the name of the employee, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Employees as your filter, and select the employee from the grid.
4. On the grid toolbar, click Resource Information / to display the employee card.
5. On the side toolbar of the employee card, click Settings > Client Access Settings.
6. Use the Access to Client and Show on Client List columns to define the employee access settings per client.