Where can I see a Client’s Restrictions?
The ‘Restriction’ tab is where you have an overview over the restrictions assigned to the selected client. Here you can assign and unassign restrictions to a client. Additionally, you can also create new restrictions directly from this tab.
- Go to the ‘Clients’ section of ONE PM.
- Search for the client whose restrictions you want to look at.
- Click on the ‘Restrictions’ tab.
How can I assign an existing Restriction to a Client?
- Assure you are on the ‘Restrictions’ tab.
- Click on ‘+Add Restriction’ – a slide in window appears.
- Search for a restriction in the ‘Existing restriction’ sector by using the Name drop-down field.
- Click ‘Assign’!
How can I create a new Restriction to assign to a Client?
You can either go to the ‘Restriction’ section of ONE PM, create a new restriction and then navigate back to the ‘Clients’ section to assign the restriction or directly create one in the ‘Restriction’ tab of ONE PM.
- Assure you are on the ‘Restrictions’ tab.
- Click on ‘+Add Restriction’ – a slide in window appears.
- Fill in the information in the ‘New Restriction’ sector.
- Click ‘Create & assign’!
You can learn how to correctly set up a restriction here.
How can I unassign a Restriction?
- Assure you are on the ‘Restrictions’ tab.
- Search for the restriction you want to unassign.
- Click on it – a slide in window appears.
- Click ‘Unassign’ in the top right hand corner.
How can I edit a Restriction?
- Assure you are on the ‘Restrictions’ tab.
- Search for the restriction you want to edit.
- Click on edit – you are redirected to the ‘Restrictons’ section of ONE PM.
- Here you can edit the restriction by editing the information.
- Click ‘Save’!