How to create My clients/ Collaborators?

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Clients

Each Partner Manager can define his list of clients under his organization. In order to define a client, you will have to go to Administration -> My Clients -> Create.

For each client added to My Clients list the following fields must be completed: name, description, e-mail address, phone, fiscal code, registry number, IBAN, headquarters, social address, workplaces.

administrare clienti

Collaborators

Collaborators are external persons that have an agreement with the organization. For creating a collaborator you will need to have the permission of the partner manager or client manager. In the administration page, you will go to collaborators from the left menu of the page and press create.

Collaborators field might define the persons that are not employed in your company but work for the company.

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