Contact access to their company's tasks: Difference between revisions
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You can automatically grant [[external users]] or contacts access to all tasks in the [[Client's Dashboard | Dashboard]] where their company is the [[counterparty]]. To do this, switch the setting '''Can see tasks where their company is a counterparty''' to '''Yes''': | You can automatically grant [[external users]] or contacts access to all tasks in the [[Client's Dashboard | Dashboard]] where their company is the [[counterparty]]. To do this, switch the setting '''Can see tasks where their company is a counterparty''' to '''Yes''': | ||
https://s.pfx.so/pf/es/MTkqvO.png | |||
Revision as of 07:36, 6 February 2022
You can automatically grant external users or contacts access to all tasks in the Dashboard where their company is the counterparty. To do this, switch the setting Can see tasks where their company is a counterparty to Yes:
