By default, Workgroup Managers are able to view and modify employee information and employee timesheets for employees assigned to their workgroups. Managers can view (but not modify) customer:job, task or service and workgroup information.
In some cases, you may wish to modify these permissions to give certain managers more or less capabilities. Follow the steps below to change permissions for assigned managers.
First you must verify that the individual is assigned to a workgroup as a mangers. To do this, navigate to the Employees page and look for "YES" in the manager column for the employee as shown below.
After verifying the individual is assigned as a manager, navigate to the Permissions page by moving your mouse over the log in email address in the upper right hand corner of your account screen and select "Permissions" as shown below.
On the Permissions page, select the manager you wish to edit permissions for as shown below.
Activity Log permissions are used to control who can view or modify employee timesheets.
Employee permissions determine whether the manager can view and modify employee information (name, email address, phone number, etc)
Customer:Job permissions determine whether the manager can view and modify customer:job information or add a new customer:job to the system
Task or Service permissions determine whether the manager can view or modify task or service information or add a new task or service to the system.
Workgroup permissions determine whether the manager can view or modify workgroups or add a new workgroup to the system.