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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.

To set payroll admin:

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).

Updated: Tue, Mar 14, 2023.

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":

Go to: You > Settings > Permissions > Org admin p...

Updated: Tue, Mar 14, 2023.

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

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.