How can I allow someone outside my org to see only the reports on a specific project and nothing else?
To allow someone outside your org to see only the hours worked on a specific project (and nothing else), add them as an observer to the project:
- Invite them to login with:
Go to: > People > Invite person
- Add them as observers on projects you'd like to share:
Now, when that outside person logs in, they can only see reports for the projects they're an observer on, and nothing else.Updated: Sat, 25 Jul 2020. Keywords: restrict, permission. Headings: `How can I limit access to my project's reports?`, `Who can see project reports?`
To set payroll admin:
- Only someone who already has "Payroll Edit" permissions can assign payroll permissions to another person.
- Your own permissions can't be changed (to prevent lockout).
To "Temporarily block access" (blocks a person from logging in, without deleting them):
Once set, this person can't log in to your org, until you turn it off again.
All their other settings remain "as is", they just won't have any access.Updated: Sat, 25 Jul 2020. Keywords: limit, restrict. Headings: `How do I stop an employee from logging in?`, `Do I delete someone if I don't want them to login?`
It's easy to add more people as managers, supervisors, and project leaders:
If your name's not in the list, turn on your role as:
Updated: Sat, 25 Jul 2020. Keywords: more, show, permission. Headings: `How do you get someone to show in the list of managers, supervisors, and project leaders?`, `What are roles?`, `How do I remove an employee as a manager, supervisor, or project leader?`
Note: Only org admins can set these features. To see if you're an "Org admin":