Can I restrict the access to financial details?

• Related Articles

• How do I enable the Client Portal? Can I restrict the access to financial details?

  From Project module click on the "Client Portal" Tab. In top left portion of screen check the box that says "Enable Client Portal." Once enabled, you will have the option to decide which of your customers contacts (and their Additional Contacts) are ...

• How do I assign or restrict Project access for Employees and Subcontractors??

  To restrict Project Access for Employees and Subcontractors, go to the Directory and choose the user you want to restrict access to. Once here, go to Edit mode which is the pencil icon on the top right. Once here scroll down to Assigned Projects on ...

• How do I limit or restrict Project Access to some Employees?

  To limit or restrict Project Access to some Employees, you can go to Directory, from the Menu and pick the employees you wish to restrict a specific Project to. Click on the pencil icon to enter Edit mode and under Login Access, you will also find ...

• How do I restrict an attendee's access to a safety meeting to providing his Signature Only?

  To restrict an attendee's access to a Safety Meeting, go to Settings and then select Roles. Select the Role the employee is set to, in this case, it should be Supervisor since it is a limited user. Scroll down and find Safety Meetings section and ...

• How is the Access/Gate Code from the Customer record used and can it be restricted to certain individuals?

  To restrict Access/ Gate Code from Customer record to certain individuals, go to Menu and select Settings and in here select Roles. Here, scroll down to Directory settings and you can restrict the Access Code there from certain individuals.