TimeTrak Client - Client Settings
Client List
This list will show all clients set up with permission to access the Client Portal.
From here users drill in to add or remove contacts and set up permissions around tasks and job visibility.
|
|
Add
Click on Add to add a new MYOB Exo debtor account to the list and set up permissions for the contacts.
Users will see a list of active MYOB Exo debtor accounts, select one.
|
|
Edit
Edit an existing account.
|
|
Disable
Disable access to an account.
|
|