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Can I restrict agents on my project from seeing the reports for the whole project


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Can I restrict agents on my project from seeing the reports for the whole project?

Answer. Yes. Keep them as a project worker only..

You can restrict agents on your project from seeing all your project's reports by adding your agents as "Workers" only at Projects ➜ Members ➜ Workers.

As "Workers" only, your agents will only be able to see:

  1. Their own "wins" per hour.
  2. Their own critiques.
  3. Their own calls list.

If you add a member under "Observers" at Projects ➜ Members ➜ Observers they'll have access to all of the project's reports.

You can add and remove members for different project permissions at Projects ➜ Members ➜ Summary.

Updated: 13 May 2019. Keywords: view, hide, stop, wins, observe, permissions.
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© 2019 Zipier Ltd. All rights reserved. www.zipier.com/help/Projects/Can_I_restrict_agents_on_my_project_from_seeing_the_reports_for_the_whole_project