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How to set Independent Preferences Settings?

The Independent Preferences settings are available only at the client level and are not accessible in the global settings. The Apply client-level settings flag does not affect the Compliance Rules setting.

To configure Compliance Rules, select the required option under Independent Preferences and click Save. 

 

 

Field Name

Description

Compliance Rules: Show client compliance rules in client portal.

Selecting ‘Yes’ allows the client to view the compliance rules applicable to the selected member’s shifts in both the Old Client Portal and the New Client Portal.

In the New Client Portal, the applicable compliance rules are available when a New Booking is created. Click View Details to check details, as shown in the figure below.

New Client Portal - Client Compliance

In the Old Client Portal, click the member’s name in the Current Bookings screen to view the applicable compliance rules, as shown in the figure below.

Old Client Portal - Client Compliance-1

 
 

:arrow_backward: Back to Client Level Settings