How do I add a manager or contact to a client?

Add the contact to the client

1. Click Clients and open the client.
2. Open the Contacts tab and click Add contact.
3. Enter First name, Last name, and if you have them Title, Email, and Phone.
4. Click Save.

Make them the manager who approves time

The manager in BOSS is the timesheet approver on the assignment.

1. Open the assignment and go to the People tab.
2. Under Timesheet approvers, add the contact.

If you cannot edit that tab, click Request changes on the assignment and use Timesheet approvers. You can also use Create new client contact there.

Good to know

• The approver needs an email address to get approval emails.
• See also How do I change a timesheet approver?

Questions? Contact BOSS Support at support@backofficenow.com.