Permission set for supervisor with reports

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Hi, I need to give access to reports to a user. He is a contractor and needs to supervise some of the resource on projects. He is working with reports that I share with him but right now he cannot see anybody else apart from himself in reports. I was looking for the right permission sets for him and came across an article on your help page which mentions a Role called "Resource Manager", however I do not see that option among our available roles. My question is, what role and permission set would give him the option to pull down data for his team? Thank you!
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Koncz, Anita

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Posted 6 months ago

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Vinodh.V, Community Moderator

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Hello Anita,

Thank you for posting your query in Replicon Community.

As I correctly understand you would want a user to supervise some users in a few projects and also have reporting capabilities.

This user is assigned with Basic user permission and with this permission you can add him as a substitute user for a Project Manager or any other user who can run these reports so that he can log in as another user and run reports.

The next option would be scheduling reports for him: You can set up reports with the required filters and then schedule it for this user so that the report data will be sent as an email in the defined periods automatically as Excel or PDF.

To know more about scheduling reports please refer to the below article:

https://www.replicon.com/help/scheduling-a-report-to-be-emailed-regularly/

To know more about substitute users please refer to the below article:

https://www.replicon.com/help/assigning-a-substitute-user/

You can also make this user as a Co-manager but to achieve this the users must have Project manager permission and then you can customize the PM permission.

To know more about Co-Manager permission refer to the below article:

https://www.replicon.com/help/allowing-managers-to-assign-co-managers/

These are the available options that I can think of to achieve this requirement.

Please feel free to let me know if you have any further questions.

Regards,
Vinodh.V
(Edited)
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Koncz, Anita

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Hi, I tried the above suggestions but nothing seems to work. I made the user a co-manager on the project, also shared a report with him but it seems there is only a few users that he can include in his reports, but other employees are not visible to him and I do not understand based on what can he see some employees and not others. Can you give me a clue what could influence this? Thanks
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Vinodh.V, Community Moderator

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Hello Anita,

As I correctly understand you have given this project manager permission and assigned him to the projects as co-manager.

Then you tried to share the report with them, but he is still not able to see the data for users, am I correct?

May I know what report are you trying to share, please open the report that you have shared and then click the settings button and then share a screenshot, please.

Waiting for your response.

Regards,

Vinodh.V
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Koncz, Anita

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Hi Vinod,
Yes, your understanding is correct. I am sending the screenshot of the report settings.
Rgds,
Anita


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Vinodh.V, Community Moderator

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Hello Anita,

Thank you for the response.

The report that you are using is based on Timesheet and the user permission is related to Projects.

We suggest you create a project-based report and then he can see the data.



Note: Under the report type the list will vary based on the Modules that you have.

If you want the user to see the data in Timesheet based report then you will have to give him payroll or Billing manager permission(Note he can view all the user's data with this permission and again this can be customized.)

Please check and let me know if you have any further questions.

Regards,

Vinodh.V
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Koncz, Anita

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Thank you Vinodh, this works!
Regards,
Anita
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Vinodh.V, Community Moderator

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Hello Anita,

Glad to hear that.

Appreciate your time and quick responses :)

Regards,

Vinodh. V