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To set payroll admin:

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


  • 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, May 16, 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 log in with:

    Go to: Menu > 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: Tue, Jul 20, 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 ...

  • Supervisor:

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

  • Project leader:

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

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

  • Go to: You > Settings > Permissions > Org admin p...
Updated: Tue, Sep 21, 2021. Keywords: more, show, permission. Headings: `How do I add to the managers, supervisors, and project leaders?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, supervisors, and project leaders?`

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

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

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: Tue, Jul 20, 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 log in?`

© 2020–2022 1st Money Platform (HU) Ventures. All rights reserved.