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JoinedUp Help

    • Release Notes
    • End-Client/Buyer
      • Basics
        • Tabs on JoinedUp
      • Inbox
        • Your inbox and sending messages
        • Following a site
        • Send a message to a worker
      • Plan
        • Shift Templates
          • Shift templates
          • Creating a shift template
          • Setting up rate rules
          • Editing shift templates
          • Cloning templates
          • Overtime
          • Guarantees
          • Setting up Bank Holiday Rates
          • Overtime Multipliers
          • Bulk rate uploader guide
        • Planning Shifts
          • Post Shifts
          • FAQ’s for Posting Shifts
          • Cancelling allocated shifts
          • Bookings Overview
          • Creating Reporting groups
      • Attendance/T&A
        • Batch editing shifts
      • Finance
        • Querying a shift
        • Manual Adjustments
        • Historical Adjustments
        • Approve your agency’s shifts
      • Workers
        • Managed Workers Screen
        • Worker Incidents
        • AWR Clock/Length of Service
        • Do Not Rehire
      • Reports
        • Custom reports
        • Financial Reports
        • STFP
      • Settings
        • Settings Overview
        • Adding or deleting users
        • Allowing & restricting access to sites
        • Company codes
        • Announcements
    • MSP (Managed Service Provider)
      • Basics
        • Tabs on JoinedUp
        • MSP set up
      • Inbox
        • Your inbox and sending messages
        • Following a site
        • Send a message to a worker or a client
      • Plan
        • Shift Templates
          • Order templates overview
          • Managing Order templates
          • Linking suppliers to order templates
          • Shift templates
          • Creating a shift template
          • Setting up rate rules
          • Supplier Charge Rate
          • Editing shift templates
          • Cloning templates
          • Overtime
          • Guarantees
          • Setting up Bank Holiday Rates
          • Overtime Multipliers
          • Automatic Worker Acceptance
          • Bulk rate uploader guide
          • BDS (Automated Shift Distribution)
        • Planning Shifts
          • Post Shifts
          • Batch Actions - Post Shifts
          • FAQs for posting shifts
          • Deallocating or cancelling workers from shifts
          • Shift sharing
          • How the supplier proposes a worker to a shared shift
      • Attendance/T&A
        • Batch edit screen overview
        • Batch edit start / stop times
        • FAQs - Facial recognition & QR codes
        • Facial recognition
        • QR codes
      • Finance
        • Querying a shift
        • Manual Adjustments
        • Historical Adjustments
        • Approve your agency’s shifts
      • Clients
        • Clients Screen Overview
        • Adding a new first client user
      • Workers
        • Managed Workers Screen
        • Send a message to a worker
      • Reports
        • Custom reports
        • Financial Reports
      • Settings
        • Settings Overview
        • Adding or deleting users
        • Allowing or restricting access to sites
        • Adding sites
        • Company codes
    • Agency/Supplier
      • Basics
        • Tabs on JoinedUp
      • Inbox
        • Your inbox and sending messages
        • Following a site
        • Send a message to a worker or a client
      • Plan
        • Shift Templates
          • Shift templates
          • Creating a shift template
          • Setting up rate rules in the template
          • Editing shift templates
          • Cloning templates
          • Overtime
          • Guarantees
          • Setting up Bank Holiday Rates
          • Order Types
          • Overtime Multipliers
          • Automatically adding shift bonuses
          • Shift Auto-creation
          • Bulk rate uploader guide
        • Planning Shifts
          • Shift allocation - Branch
          • Shift allocation - On site
          • Linking & Unlinking Sites to Branches
          • Linking Workers to a Branch
          • Booking/ Creating shifts
          • Planning your shifts
          • Copy/Paste Shift Requirements
          • Copying Shifts
          • FAQ’s for Posting Shifts
          • Adding a worker to your plan
          • Adding a worker to unfilled shifts
          • Editing start times
          • Cancelling multiple unallocated shifts
          • Deallocating or cancelling workers from shifts
          • Batch Cancelling Shifts
          • Publish all your shifts
          • Overriding rates
          • Post Shifts Screen
          • Sharing shifts - Partner Agency
          • Accepting proposed workers - Partner agency
          • Partner agency booking statuses
          • Proposing workers to shared shifts - MSP
          • Bookings Overview screen
          • Creating Reporting groups
      • Attendance/T&A
        • Batch edit screen overview
        • Batch edit start / stop times
        • FAQs - Facial recognition & QR codes
        • Facial recognition
        • QR codes
        • Break tracking - US
      • Finance
        • Submitting shifts
        • Querying a shift
        • Manual adjustments
        • Historical Adjustments
        • Uploading shift adjustments
        • Uploading expenses
        • Approve your shifts
        • Statements
        • Site locks
      • Clients
        • Clients Screen Overview
        • Adding a first new client user
        • Adding sites
      • Workers
        • Managed Workers Screen
        • Adding a worker profile – UK
        • Adding a worker profile – US
        • Shift Patterns
        • Changing a worker’s email address
        • Updating my worker’s availability
        • Validate your worker profiles
        • AWR Clock/Length of Service
        • Uploading documents - troubleshooting (PDF/A)
        • Documents Antivirus Scanning
        • Worker Incidents
        • Working Time Restrictions
        • Agency Worker Regulations Breakdown
        • Worker Uploader – UK
        • Worker Uploader – US
      • Reports
        • Custom reports
        • Financial Reports
        • STFP
      • Settings
        • Settings Overview
        • Adding or deleting users
        • Allowing or restricting access to site
        • Company codes
    • Partner Agency
      • Basics
        • Tabs on JoinedUp
      • Bookings
        • Booking Statuses
        • Filling shifts
        • Cancelling allocated shifts
      • Workers
        • Managing worker profiles
      • Settings
        • Settings Overview
        • Company codes
    • Worker
      • Basics
        • FAQs
        • Get Help
        • Contacting your agency
      • Registration
        • Getting started with JoinedUp
        • Confirming your email address
        • Confirming your mobile phone number
        • Completing your profile
        • Profile Validation
      • Work Calendar
        • Setting up your availability
        • Cancelling my shift
        • FAQs for adding your hours
        • Paid holiday
      • Timesheets
        • See your timesheets
        • Break Calculations
        • Total Pay
        • Shift statuses
        • Invoices
      • Profile
        • Changing my email address
        • Your Limited Company details
        • Self billing
        • Facial Recognition
        • QR Codes
        • Working with more than one agency
      • Messages
        • Confirming a shift
        • Emails
        • SMS (text) messages
      • Settings
        • Settings Overview
        • Changing/ Updating your password
        • Contact preferences
        • Deleting my account
    • JoinedUp User Portal Guides
      • User Portal Guide
        • The Service Desk Portal & Requests
        • Accessing the Users Portal
        • Tickets
      • Admin User Portal Guide
        • The Service Desk Portal & Requests
        • Types of Queries
        • Who should have access to the Admin Portal
        • Accessing the Portal
        • Ticket Management
JoinedUp Help
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  • JoinedUp Help
  • Agency/Supplier
  • Clients
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Clients

Browse through some help articles related to your clients for agency users.

  • Clients Screen Overview

  • Adding a first new client user

  • Adding sites

Site locks Clients Screen Overview
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