There are 3 distinct areas you can configure, based on your needs: 1. Limit the clients or projects employees can see in their timesheetBy default the timesheet shows all clients and projects to the users You can limit access to clients and projects by assigning them Exclusive members If you do so only members will see them in their timesheet. 2. Give managers access to their team or their projectsYou can define some users as managers. By assigning them a team of people. Or the projects they manage. This give managers access to the time people entered in their reports and for the approval. To add a team to a manager. Go to the page of the manager. Locate or add the module Team. To add projects to a manager. Go to the page of the manager. 3. Enable or disable screen modules for each user groupsWhen you click Customize. Several screen modules are available(Timesheet, Report, Approval,etc.) These are Employee, Contractor, Team leader, Project Manager or Administrator. Under Settings >> Authorizations, you can define what modules a user group can see. Authorizations, only give the rights to some modules. This does not tell the system which data they can see. Note: All these areas do not apply to Administrators. Administrators have access to everything. |
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