Client Users are people who are associated with the Client and are given access to Texas to be able to authorise/reject contractor timesheets, as well as submit Compliance items to the Organisation on behalf of the Client.
Navigating the Client User area
The Client User area is accessible from the grid menu. From this area, Client Users are able to be managed.
Search: Type a Client Users name to search
Created Date Range: Search for Client Users that have been created within a particular date range
Select Roles: Search for Client Users by role type
Select Client: Search from Client Users by Client
Status: Active/Inactive Search for Client Users by Status
Export: Export the search results into an Excel spreadsheet
Hide Filter: Hide the search filters
Create: Create a new Client User - see Create Client User process
Maintaining Client Users
Client Users are maintained through this screen - see the process
Client Users are added through this screen - see the process