Set user rights for administrators, executives, and project managers.

 

 

Do you have managers or team leaders that need administrative rights in the system, but should not see every project and every user?  You want them to have access to employee timesheets in their group, but no more.  In other words, they should be able to add and delete timesheet entries, approve timesheets, and run reports for their employees, but not for everybody in the system.  You want to limit their administrative rights.

Those reduced administrative rights are the subject of this video.

Even administrators can have reduced rights.  They are not all equivalent.  You can adjust the rights of each administrator so they see only the parts of the program they should see, and only the projects and employees they have influence over.

 

 

Step 1: Choose Tools, Users and Organization

This area of the program lets you control a person’s user rights and the employees they can view data for.  Right-click on the administrator you wish to change and choose User Rights…  You will be able to reduce the user interface and features for this person.  They will remain an administrator, but will have less control of the program and its features.  You’ll also want them to have less control of employees.  Next, Right-click on the administrator and choose Permission to View Data…  This lets you limit the person to only those employees he has direct influent over.  Simply place a check next to the users and groups he should be able to see.  When you are finished here, the person will see fewer employees and have a reduced user interface, which means they’ll see less of the program.

Now let’s reduce the projects that the employee can see.

 

 

Step 2: Choose Tools, Projects

This area lets you control which projects a person has influence over.  Click on each project and assign the users that should be able to see them.  If a person is omitted, he won’t be able to see the project anywhere in the system.  This limits their view of corporate projects to those they are working on.  They cannot see any others.

A strategy like this allows you to set up administrators that can view and edit a limited number of employee timesheets, run reports for those employees, and approve their time.  They won’t have access to every project in the system or every employee.

 

Also see: Video: Changing User Rights to Match Company Policy

 

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