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How do I share user profiles with a Client?

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. 

Share Staff

2. Click the 'Staff List' dropdown box to search the user profiles on your account.

Share Staff list

3. Select the relevant user profiles to share them with the Client.

4. Once shared, the below message will appear.Profile added message

 

 

If you are linked with more than one client:

1. In the 'Compliance Dashboard', click the 'Share Staff' button. Share Staff

2. Click the eye icon in the 'Actions' column opposite the relevant Client. Client eye icon

3. Click the 'Share Staff' button within this contract. Share staff within contract

4. Click the 'Staff List' dropdown box to search the user profiles on your account. Share Staff list

5. Select the relevant user profiles to share them with the Client.

6. Once shared, the below message will appear.Profile added message