How to assign a client to only one department
Created:
2021-10-05
Last updated: 2021-11-09
Last updated: 2021-11-09
Post view count: 1059
In InvoiceOcean, it is possible to assign a client to only one department in order to narrow down the list of clients that can only be accessed by individual account users.
To do this:
- go to Settings> Account Settings> Configuration> Users and privileges
- select the Client restriction checkbox
- press the Save button
- go to the Clients tab
- select the appropriate client and use the button with a gear wheel symbol and press the Edit button
- under Client data access, select the appropriate department in which the client is to be displayed
- press the Save button
Create unlimited invoices and more with InvoiceOcean. Start your 30-day free trial.
Sign up freeBack
Add Comment