Administrator / Connect your people
Create and link client access
A client record and a client sign-in serve different purposes. Link the sign-in to the correct record.
Add the client record
Open People → Clients. Enter the client company/name and contact details in Add New Client, then save the client record.
Look for: Clients
Create the login, or invite the person
In User Accounts, choose Client as Account Type and select the correct Linked Client before creating the login. Alternatively, invite their independent client account through Manage connections.
Look for: Linked Client
Check Client Access
Open People → Client Access. Confirm that each client login points to the intended client record and choose Save Client Link. This connection determines which client jobs appear.
Look for: Save Client Link
If a client sees Account Setup Required or no expected jobs, check this link and the company they opened.