Configuration of access rights secures important information (i.e., client database) and allows the person in charge to control the work of staff in YCLIENTS.
- As a first step you'll need to invite users to manage the location in YCLIENTS: link.
- Next, you'll need to limit rights of a specific user according to their position: link.
- Configure notifications for your staff: link.
- Learn about each section of access rights in detail: link.
Don't forget to limit access rights of dismissed staff members and remove them from the location in a timely manner. Otherwise, dismissed staff members will be able to make changes to your location.