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Projects

 
 

To STOP people from seeing project reports:

  1. Add them to "Workers":

    Go to: Project > People > Add workers

  2. Ensure they're removed from "Owners" and "Observers".

If they're a "Worker" only (and nothing else), they can clock-in time for this project, but won't see any of the project's reports.

 

To ALLOW people to see project reports:

  • To allow them to only see reports, add them as an "Observer":

    Go to: Project > People > Add observers

  • To give them full access (including seeing reports), add them as an "Owner":

    Go to: Project > People > Add owners

 

To see a summary of all the project's people and their permissions:

  • Go to: Project > People > Summary
Updated: Wed, 12 May 2021. Keywords: hide, observe, limit, show, reveal. Headings: `How can I allow a person to see a project's reports?`, `What's the difference between workers and observers?`, `Where can I see a summary of all the project's people?`
 

The difference between owner, worker, and observer project roles is:

  • Owners: Have full project admin access to every part of the project, like adding people, changing settings, and viewing reports:

    Go to: Project > People > Add owners

  • Workers: Can clock-in time for the project:

    Go to: Project > People > Add workers

  • Observers: Can see all reports in the project:

    Go to: Project > People > Add observers

A person can be given more than one project role.

 

To see a summary of all the project's people and their permissions:

  • Go to: Project > People > Summary
Updated: Wed, 12 May 2021. Keywords: responsibilities. Headings: `Are there different roles in a project?`
 

To set as project leader:

  • Go to: Project > Attendance > Attendance set... > Project leader

For workers in that project, the project leader can:

  • See and make changes to timesheets.
  • See attendance reports.
  • See payslips, but only hours worked (not pay info).

Because project leaders don't get additional project access, you might add them as "Owners" also. Then they can also make changes to anything in the project.

To set as an "Owner":

  • Go to: Project > People > Add owners
Updated: Sat, 25 Jul 2020. Keywords: purpose. Headings: `What's the benefit of a project leader?`, `What can a project leader see?`, `Why assign a project leader?`, `How do I set a project leader?`

© 2020–2021 1st Money Platform (HU) Ventures. All rights reserved.
www.1st.money/help/Projects/