Client representative approvals (video)

Learn about our client representative approval functionality.
This video covers:
  • What are client representatives?
  • How do I add client reps to Replicon as a user?
  • How do I associate a client rep with clients and projects?
  • How do I create and assign an approval path that includes the client rep to project team members?
  • Where can I get more info?

Related links

Allowing a client to approve timesheets before billing
Setting up a client
Running client reports
Setting up a project
Setting default billing rates and expense codes for a client