Representative Management
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 ...
How to Give Surveyors or Auditors Access to the System
Here is a video on how to use the "Register New Surveyor" option in Representative Management. https://workdrive.zohoexternal.com/external/5962a53571b3a041065dc229ca7728d7bcd0d5074309b062811fe129317f441f
Setting Up A Surveyor
Occasionally, a surveyor may visit an agency to ensure they are in compliance certain laws. They may need access to client files. Usually when a surveyor visits an agency for a visit, they ask to see 5-10 employee/client files so you would want to ...
Creating A Client Representative
To set up a client representative: 1. Go to Menu/Clients/Representative Management 2. In the Representative Management section, click on the silhouette with the + icon towards the top right 3. Fill out all of the required fields and click “Register” ...
Client Representative Password Reset
To initiate a password reset for a client representative, go to Menu/Clients/Representative Management and find the client representative whose password you want to reset. On their listing, click on the + to the left of their name and picture to ...