Accessing client roles settings ⚙
Push the cogwheel icon on the top right of your screen to open Settings.
Choose Client roles from the left sidebar.
Here you can manage information about your clients, as well as change their account rights and add new client roles to your account.
📌 The GSMtasks Client portal is used to maximize work environment efficiency. You can grant customers access to your GSMtasks account with limited rights and they will be able to create and manage tasks for you.
What can you see there 👀
The client's email they use to sign in to their account | |
Name | The client's name (optional field) |
Phone | The client's phone number (optional field) |
Manager/worker | A checkmark below these columns indicates whether the client has the given account role or not |
Active | A checkmark indicates that the client is active (can access their account) |