Client Access

To enable client access to the client’s cases, perform the following steps:

1. Go to  the CRM module on the main menu.

Client Access2. Click Contacts on the left sidebar.

Client Access

 

3. Check the Clients Contacts checkbox and select the client from the list.

Client Access

 

4. You will be redirected to the client’s Contact View page.

5. Click the More dropdown menu in the Contact View page.

6. Select Enable Access.

Client Access

 

7. The Access Enabled Successfully window will be displayed. Click OK to complete the process.

Client Access

See also