© 2019 Zipier Ltd. All rights reserved.
PricingLogin
Can I restrict agents on my project from seeing the reports for the whole project


All Payroll Attendance Call Answer Service
 

This site uses cookies to make your browsing experience more convenient and personal. Cookies store useful information on your computer to help us improve the efficiency and relevance of our site for you. In some cases, they're essential to making the site work properly. By accessing this site, you consent to the use of cookies. For more information, refer to Zipier's Privacy Policy.

I understand
 

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.
Share this

Was this article helpful?

Yes No

© 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