Managing Users

This is where you manage all users that log into MyClientSpot. The employee tab is for anyone who is working on your side for Clients. The client users tab is where you can set up a client login for the client to see their projects only for collaboration purposes, or to see who is assigned to a client. The list is identical to the employee list, except the client is shown in the place of the role column.

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Your employees and client user accounts

Switch between viewing your employees and client user accounts. Client user accounts have reduced permissions and can only view their own data. Editing by clients is also restricted and can be customized in the settings screen.

Filter shown users by their status

The (gear icon) allows you to filter users by their status. Users cannot be removed once they've created records because it would break the integrity of the data. Instead, you can filter out users who are no longer active.

Edit and view user's history

The pencil icon opens the edit screen and the page icon indicates the users record has been modified and by clicking it you are able view who made the change and what was modified.

Editing an employee

After clicking edit on an employee this form is displayed.

One item that’s of particular importance with a user account is the Role that is assigned. MyClientSpot has the follow roles:

Employees with the User or Basic role may also be assigned to one or more clients. When assigned to a client(s), the employee may only view information related to those clients.

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Disable user

Since user accounts that are linked to records cannot be deleted, they can bebled instead. This prevents the user from logging in, but still retains their information as on the audit trail of records.

Assign user's role

The role determines how much access the user has. See the extended help for more information on roles.

Set user's password

If the password field is set, the account's password will be reset and an email will sent to the user informing them that the password has been modified.

Assign clients to the user

A user can be assigned to one or more clients. This is useful for restricting access to records related to only those clients. The user will not be able to view information related to other clients

Set location for entering time

Locations can be optionally restricted in system settings. As a time-saving measure a employee can have a default location so they won't have to enter it every time.

Editing an client based user (Your clients access to their account)

Client users are very similar to employee users. They are always assigned to a single client and have the role of “Client” These users will only be allowed one client and only able to view information on their account limited to what is configured in settings.

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Role is always client

A client user can be modified to be a full employee by changing the role to something other than "Client".

Client for the user

The client is the company that the user works for. This is used to restrict access to records to only those related to the client.