Client access
You can limit a member of your agency to some of your clients: an account manager who looks after five clients sees those five, and your own staff, and nothing else. Their roles still decide what they can do; the limit decides which clients they can do it for.
Who can limit a member to some clients: Owner, HR admin.
Before you start
Section titled “Before you start”- You need to look after every client yourself. A member limited to some clients cannot change anyone’s access.
- An owner is never limited. Your agency always has someone who sees every client.
Limit a member to some clients
Section titled “Limit a member to some clients”- Go to Settings > Members. The Clients column shows “Every client” or the names of the clients each member is limited to.
- On the member’s row, select the Client access button (the building icon).
- Under Clients, choose the clients they look after. Leave it empty for every client.
- Select Save client access.
The change applies from the member’s next action in Cadre. They do not need to sign in again.
You can also choose Clients they look after when you invite someone. See Logins and invitations.
What a limited member sees
Section titled “What a limited member sees”At the top of every screen, next to their role, Cadre says how many clients they look after, for example “2 clients only”.
Everywhere in Cadre they see only their clients’ workers and your own staff:
- Clients, worker groups, billing terms, registrations and branding: their clients only.
- People, profiles, search and the org chart: your own staff and their clients’ workers. Their own record is always visible to them.
- Payroll runs, registers, variance, payslips, schedules, remittances, bank files and journals: runs for their clients and your own staff.
- Clients this month, Client invoices, Placements, Reporting packs, Profitability and the standard reports: worked out over their clients only, so every count and total is theirs.
- Time, leave, performance, reviews, documents and workflows: the records of the people they can see. Organisation-wide set-up such as leave types, shifts and review forms stays shared.
A client outside their list simply does not exist for them. Its name does not appear in any list, count, total or message.
What a limited member cannot do
Section titled “What a limited member cannot do”These act on the agency as a whole, so they are for members who look after every client:
- manage members, invitations, roles and client access;
- add clients;
- import people in bulk;
- change your agency’s name, branding, registrations, invoice numbering, notifications, integrations or support access;
- read the whole audit log. From a person’s profile, they can read that one person’s history.
On a profile, a limited member can give someone a login with the Employee role only.
Roles inside a limit
Section titled “Roles inside a limit”The limit narrows the data. Roles decide the actions, exactly as before:
- a limited HR admin does HR for their clients and your own staff;
- a limited payroll admin runs and invoices payroll for their clients;
- a limited payroll approver approves and locks only their clients’ runs, and issues only their invoices.
One member has one set of roles for all the clients they look after. They cannot, for example, be an approver for one client and a payroll admin for another.
Notifications
Section titled “Notifications”A limited member is told about something only when everything it concerns is inside their clients or your own staff. If a notification cannot say which client it is about, only members who look after every client receive it.
Reporting lines
Section titled “Reporting lines”A limited member’s direct reports at a client outside their list are not visible to them, and do not make them a line manager. To fix it, widen their access or change the reporting line.