© 2020–2021 1st Money Platform (HU) Ventures. All rights reserved.
 

Cookies help us run our services and make them more tasty. We've posted the full recipe on our Privacy Notice.

Whoa! Wait a minute ... how do I change my cookie settings?

Click "Got it" if you're OK with cookies...

Got it
 

Permissions

 

To set payroll admin:

  • Go to: Person > Settings > Permissions > Payroll admin ...

Notes:

  • Only someone who already has "Payroll Edit" permissions can assign payroll permissions to another person.
  • Your own permissions can't be changed (to prevent lock out).
Updated: Sun, 16 May 2021. Keywords: give, transfer, access. Headings: `What setting lets you see people's pay?`, `Who can edit pay rates?`, `Where do I promote someone to payroll admin?`
 

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:

  1. Invite them to login with:

    Go to: > People > Invite person

  2. Add them as observers on projects you'd like to share:

    Go to: Project > People > Add observers

Now, when that outside person logs in, they can only see reports for the projects they're an observer on, and nothing else.

Updated: Wed, 12 May 2021. Keywords: restrict, permission. Headings: `How can I limit access to my project's reports?`, `Who can see project reports?`
 

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:

  • Manager:

    You > HR > Roles > Turn on as a m...

  • Supervisor:

    You > HR > Roles > Turn on as a s...

  • Project leader:

    You > HR > Roles > Turn on as a p...

Note: Only org admins can set these features. To see if you're an "Org admin":

  • Go to: You > Settings > Permissions > Org admin perm...
Updated: Wed, 12 May 2021. 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?`
 

To "Temporarily block access" (blocks a person from logging in, without deleting them):

  • Go to: Person > Settings > Permissions > Temporarily bl...

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: Wed, 12 May 2021. 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?`

© 2020–2021 1st Money Platform (HU) Ventures. All rights reserved.
www.1st.money/help/People/Permissions/