Request & grant account access for team members

Se un dipendente dell'azienda non ha accesso al cliente account Se clicchi su qualsiasi pagina del profilo cliente, verrà visualizzato un errore 401. Questo potrebbe accadere:

• If a team member mentions an employee in a chat thread with a client to whose account the employee doesn’t have access

• If a team member mentions an employee in a job for a client to whose account the employee doesn’t have access or in a job that is located inside the pipeline that is not available to the employee

  Per richiedere l'accesso a un client account e/o al Progetto , un dipendente deve fare clic su Richiedi accesso in Inbox+ notifica o nella pagina di errore.

  

  

  Firm owner and employees with permission to assign teammates will be notified via Inbox+. Once they click on a Grant Access link in the Inbox+ notification, the employee will be given access.

  

Condividere

Collegamento copiato