Steps on how to share user profiles with a Client.
If you are linked with one client:
1. In the 'Compliance Dashboard', click the 'Share Staff' button.
2. Click the 'Staff List' dropdown box to search the user profiles on your account.
3. Select the relevant user profiles to share them with the Client.
4. Once shared, the below message will appear.
If you are linked with more than one client:
1. In the 'Compliance Dashboard', click the 'Share Staff' button.
2. Click the eye icon in the 'Actions' column opposite the relevant Client.
3. Click the 'Share Staff' button within this contract.
4. Click the 'Staff List' dropdown box to search the user profiles on your account.
5. Select the relevant user profiles to share them with the Client.
6. Once shared, the below message will appear.