Setup: Employee Permissions

The Employee Permissions page allows employees' permissions to be set on a client and/or plan-specific basis.



To view the complete list of plans for a client, click on the arrowhead icon next to the client's name:



At the top of the screen, you can see the name of the employee whose permissions you are viewing:



In the left-hand column of the permissions table, the signifies that the default global permissions are in force for that combination of plan or client and employee.

The means that a custom set of permissions are in place.

You can only modify the permissions on clients and plans that have custom permissions enabled.

To switch between custom and global permissions for a client or plan, simply click on the / symbols. You will notice that the check boxes associated with the permissions for that plan are grayed-out or enabled, according to your choice:





When setting employee permissions, the first step is to select the employee whose permissions you want to change. A list of all employees associated with plans you own is generated in a pull-down list at the top of the page:



Click on the arrowhead to expand the list and then select the appropriate employee. The page will automatically reload to show only the clients and plans relevant to that employee.

You can now modify the permissions for that employee by checking and clearing the tick boxes:



There are seven permissions that can be set:

  • View - allow employee to view details of the client or plan
  • Edit - allow employee to edit the details of the client or plan
  • View Docs - allow employee to view the documents attached to the client or plan
  • Edit Docs - allow employee to edit the documents attached to the client or plan
  • Track Time - allow employee to allocate time to the client or plan
  • Subscribe - allow employee to subscribe to notification emails for a plan
  • Edit Budget - allow employee to edit the budget for a client or plan

Once you have modified the permissions of an employee, you can choose to Save, Apply or Cancel your changes:


 

The Save, Apply and Cancel buttons are located in the top-right area of the screen:

  • Save - your changes will be saved and you will be returned to your previous page
  • Apply - your changes will be saved and you will remain on the employee permissions page
  • Cancel - your changes will be canceled and you will be returned to your previous page