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Permissions

 

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: 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:

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 lockout).
Updated: Sat, 25 Jul 2020. 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 "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:

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

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?`

© 2020–2021 1st Money Ventures. All rights reserved.

www.1st.money/help/People/Permissions/