Client release¶
Goal: you check and set whether a user is generally allowed to work with a client.
Prerequisite: you are logged in as administrator.
Step by step¶
Select Administration > Client release.
In the matrix of clients (columns) and users (rows), click the icon button in the desired cell to release a user for a client.
Check the result¶
The view gives a quick overview of which users have access rights for which clients.
Note: Only on this page can you release a user for a client. A client release alone is not yet enough for access to client information such as the resource pool, projects, or portfolio.
Important! In addition to the general release for a client, you must also assign the user the corresponding folder and user roles.