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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: Sat, Apr 15, 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: Sat, Apr 15, 2023.

You can add 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: Mon, May 8, 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", but the person can't log in (they'll still get their paystub emails).

Updated: Mon, May 8, 2023.