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Clients Logins

Even if you decide not to give login rights to a company when first defining it, you can always change your mind.

To create a login for a client, follow these steps:

  • Search for the client by scrolling down the page or looking for him, using the
  • Click on Select. The Client's page opens with all the details.
  • Click on People & Logins.

  • Click on Add new.
  • Fill in the mandatory fields (those with an asterisk); it is recommended to fill in all fields.

  • Activate the Create a login for this person or contact checkbox. Additional mandatory fields are shown.
  • Fill in the Login, Password, and Retype password fields.
  • Click on Save.

When you create a login for a client, you will notice that the user profile is defined as External Worker.

However, you can assign the following profiles:

The following diagram illustrates the differences:

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