Clients are organisations to which you can link contact persons. A contact person can be assigned to a candidate. The contact person has access to the files in the approval elements and can in this way, for example, view a final report and see the candidate’s progress in a process. The contact person does not see the content of the process itself.
When do you use this option? For example, if you carry out an assessment on behalf of an organisation and want to share the final report with the client, or in an absenteeism process where you do not want the client to see the content of the process, but do want them to see the final report.
Adding and editing clients
You have the option to link a client and a contact person who is part of that client to a candidate. In this way, you can give a contact person (limited) insight into a candidate’s progress, and it is possible to share documents and have them approved by the contact person.
In the clients screen, you can add a new organisation.
Or you can click an existing organisation and edit it.
You can then add new contact persons or change existing contact persons.
