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Permissions

                       
 

Permissions

 

Answer. Invite them to your Zipier, then add them as an observer to the project.

You can allow someone outside your org to see only the hours worked on a specific project (and nothing else) by:

  1. Invite the outside person to your Zipier account at Menu > Person > Invite person.
  2. Choose the projects you want to share.
  3. Go to Project > Members > Observers.
  4. Add the outside person as an observer to those projects.

When the outside person logs in, they'll only be able to see reports in the projects they're an observer on, and nothing else.

Updated: 10 Aug 2016. Keywords: restrict, share, invite.  

Check Person > Settings > Permissions > Payroll admin permis....

To assign payroll permissions to another person:

  1. Go to Person > Settings > Permissions > Payroll admin permis....
  2. Answer. Find Payroll and check either View or Edit.

Notes:

Updated: 10 Aug 2016. Keywords: give, transfer, access. Expand all
 
Answer. On the person, check Temporarily block access. ...more...

To temporarily block a person from accessing Zipier, without deleting them, check Person > Settings > Permissions > Temporarily block ac....

Updated: 10 Aug 2016. Keywords: stop, limit, restrict.
 
Answer. Check the options on Person > Settings > Permissions. ...more...

It's possible to add people to the list of managers, supervisors, and project leaders.

If your name doesn't appear on the list, go to one of:

Updated: 10 Aug 2016. Keywords: more, show.

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