How to assign clients to your employees

Assigning clients to your employees allows them to work only on the documents of the clients you choose.

Employees will only see the documents of the clients they've been assigned.

• Go to the Clients menu
  
   
• Click on a client
  
  
• Under Assign collaborators, click anywhere in the Select box
   
• Choose which employee(s) you want to assign to the client
   
• Save.