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Two Client Requests in same Work Item

  • 16 February 2023
  • 3 replies
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Userlevel 3
Badge +4

Hi. I have a payroll work for one client who needs me to email a payroll slip to one employee. So, I inside one work I want to have one client request, where I send all Payroll to client, and then a second client request to the employee. 

My question is - if the employee gets the client request and then creates an account, will they see all the client request that are associated with their email, or all client requests that are with that company? 

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Best answer by max 16 February 2023, 19:03

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Userlevel 7
Badge +19

Hi @David Sadowsky, that’s a great question!

The client requests are tied to the email. The login is also tied to the email. If you send client requests to two different emails, even for the same person, they will need two logins.

I’m not sure if that’s more confusing, lol. 

Userlevel 3
Badge +4

@max  Hi. Its more confusing if you are emailing two co-owners or something like that, but this is actually perfect for my needs. The emails to the employee won’t be comingled with the employer!

Userlevel 7
Badge +19

Exactly.

In the future, Karbon will have a feature to send one client request to two people, which solves the other end of it. 😊

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