Client Representative visibility to Shift Signatures report

To allow visibility for Client Representatives to the shift signature can be followed in the below steps:

1. Access the Shift Signature report via office. Menu>Accounting Shift Signatures. Select Send to Client Profile option and run report. 

2. After the file is ran it will appear in the client's profile. Access the client's profile and in the visibility of the Files section take the line away form the client representative option. Do this by clicking the eye with the line and removing the line giving that role the option to view the file. 

3. Then access the permissions for the client rep and select the option View Uploaded Client Files. This is found under the client rep's profile by clicking their profile picture and under the Client Setup and Permissions. 

4. Now the client rep will see the file in the Resources of their login. You can test this by switching into the client rep and accessing their Resources section and under the client's files is where it would be located. 

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