Associated Clients

HR > Employees > Associated Clients

Admin > HR > Employees > Associated Clients

The Associated Clients tab links your employee, typically a technician, to one or more clients. When a client opens Client Portal, linked employees are listed as primary contacts for messaging.

Adding Clients

1. Select the Admin > HR > Employees > Associate Clients tab.
2. Click Add.
3. Select one or more clients.
4. Click OK.