
Permissions
How can a person outside my org to see only one project's reports?
To allow a person 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 log in with:
Go to: Menu > People > Invite person
- 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, Mar 14, 2023.How can I assign payroll permissions to another person?
To set payroll admin:
- Go to: Person > Settings > Permissions > Payroll adm...
Notes:
- Only a person who already has "Payroll Edit" permissions can assign payroll permissions to another person.
- Your own permissions can't be changed (to prevent lock out).
How do I add to the managers, supervisors?
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 ...
Updated: Tue, Mar 14, 2023.Note: Only org admins can set these features. To see if you're an "Org admin":
- Go to: You > Settings > Permissions > Org admin p...
How do I block a person from logging in without deleting?
To "Temporarily block access" (blocks a person from logging in, without deleting them):
- Go to: Person > Settings > Permissions > Temporarily...
Once set, the 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, Mar 14, 2023.