Grant Client Permissions to Other Users
There are several ways to grant client permissions to other users in your firm. How you do it depends on whether you grant permission to your existing clients or to new clients you add. For more information on permissions, see Permissions.
Existing Clients
You must have Owner client permission or be a Subscription Administrator to grant or change permissions for existing clients. There are two ways to do it:
- Use the Permissions tab on the Edit Client page. For detailed instructions, see Edit Client Page > Permissions Tab.
- Use the Permissions Wizard, accessible on the Clients page. For detailed instructions, see Permissions Wizard. Subscription Administrators can also access the wizard on the Policies Page.
New Clients You Add
Granting permissions to new client you are adding depends mostly on the permissions policies set by your Subscription Administrator. When you click Add Client on the Clients page, you will be presented with the client permission options that are available to you. The possible options are:
- Grant Permissions to Everyone - If this Default Permissions Policy is enabled by your Subscription Administrator, then when you add a new client, Everyone in your firm is automatically granted permission to your new client as specified by your Subscription Administrator.
- Grant Permissions to Your Teams - If this Default Permissions Policy is enabled by your Subscription Administrator, then when you add a new client, the teams you are a member of are automatically granted permission to your new client as specified by your Subscription Administrator.
- My Client Permissions - This option is available to you if either you or your Subscription Administrator have set up your My Client Permissions. When you add a new client and accept the default to apply your My Client Permissions, your My Client Permissions will override the firm-wide permissions policy specified by your Subscription Administrator. For more information, see Client Page > My Client Permissions Tab.