Channels and teams
Channels are added to clients by a member of the finance team depending on the contract agreed with the client. However, If you would like to add a chan...
Wed, 16 Dec, 2020 at 5:01 PM
To add yourself to clients for journaling purposes or to be able to create jobs for that client, go to the “User Manager” in the main navigation menu and go...
Wed, 16 Dec, 2020 at 5:02 PM
To remove yourself from a client profile if you no longer work on this client, go to the “User Manager” in the main navigation menu and go to “Search/view c...
Wed, 16 Dec, 2020 at 5:05 PM
To add yourself and/or other users, go to the “User Manager” in the main navigation menu and go to “Search/view clients”. Search for the client in ...
Wed, 16 Dec, 2020 at 5:05 PM
If you are attempting to add yourself or another user to a channel and that channel is not showing with the client profile then please contact cc.activation...
Wed, 16 Dec, 2020 at 5:06 PM