If the Client User is an Administrator, they will be able to see all schemes by default.
If the user is not an Administrator, they will need to be given access to view specific schemes.
Allocating Scheme Access
Step 1: Navigate to Partnership Residential > Our Clients > (Choose Client) > (Choose Scheme) > Scheme Access
Step 2: Click the drop-down arrow to show the list of users attached to the client & select your User.
If you have completed this successfully, the user will then show in the Scheme Access list.
Removing Scheme Access
To remove access to a scheme, click the bin icon against the user name within the Scheme Access tab.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article