Access all timesheet data for client

  • 1
  • Question
  • Updated 3 years ago
  • Answered
Hi,

We need users to:
1) be able to view time entries for projects they co-manage
2) approve time entries for projects they co-manage.

I've configured a given user as a co-manager for a client, client representative and co-manager for a project.

He can't approve timesheets nor see time entries using the timesheet day template report.

Is there any workaround for any of these?

Thanks,
Nuno
Photo of Nuno Ferreira

Nuno Ferreira, Champion

  • 193 Posts
  • 52 Reply Likes

Posted 3 years ago

  • 1
Photo of Lingaraj Dharwad

Lingaraj Dharwad, Product Champion

  • 1100 Posts
  • 46 Reply Likes
Hi Nuno,

Thank you for using Replicon community,

We apologize for the delayed response, in order to resolve this, kindly remove the users 'Client Representative' permission. Currently client representatives will not be able to view time entered for other clients/projects.

Let me know if that helps.

Thanks,
Lingaraj
Photo of Nuno Ferreira

Nuno Ferreira, Champion

  • 193 Posts
  • 52 Reply Likes
Hi,

Thanks for your answer but it didn't worked.

What' I've done:
1) Removed from the Project configuration the Client Representative (left the co-manager!)
2) Removed from the Client configuration the Client Representative (left the co-manager!)
3) Removed from the User permissions the Client Representative permission
4) Ran the report from the Project Manager account
5) Ran the same report (shared) from the co-manager account

Couldn't get the same results.

This regards problem #1 elicited above.

Is there is configuration for problem #2?

Thanks!
Nuno
Photo of Lingaraj Dharwad

Lingaraj Dharwad, Product Champion

  • 1100 Posts
  • 46 Reply Likes
Hi Nuno,

We will need to look at your permission setup to help address the issue, we will have one of the support team members reach out to you shortly to investigate this further.

Thanks,
Lingaraj