Timekeeping User Access Tutorials

User access to timekeeping can also be set under Users (Main Menu > Setup > Users).

💡These tutorials explain how to add or remove Timekeeping users, edit and batch update their access, and restrict access by user or resource.

How to Add or Remove a User#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit User Access.
3. Click Actions (button) > Add/Remove Users.
4. Select the user you want to add and use the arrows to move them from the Available section to the Selected section.
   • Note: You can remove a user by moving them from the Selected to the Available section.
5. Click Save (button).
6. Edit the fields to give the user the access rights they need.
7. Click Save (button) if it is not greyed out.

How to Change Multiple Records (Batch Update)#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit User Access.
3. Select all the records you want to change (use Ctrl + left-click to select more than one).
4. Click Actions (button) > Batch Update.
5. Select one of these options and check the box to give access, or leave it unchecked to remove access:
   • View: Change the access to All or None, which sets whether users can view timekeeping records. If you select None, New, Edit and Delete access is removed automatically.
   • Setup: Grants access to Timekeeping Settings.
   • New: Allows users to create timekeeping records.
   • Edit: Allows users to edit timekeeping records.
   • Delete: Allows users to delete timekeeping records.
6. Click Update (button).
7. Confirm the update on the popup.

How to Edit User Access#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit User Access.
3. Click Edit (button).
   • Note: Only users added to Timekeeping are listed. To add a user, see How to Add or Remove a User.
4. Edit any of the records.
5. Click Save (button).

How to Restrict User Access to Timekeeping Records – Users#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit User Access.
3. Click Edit (button).
   • Note: Only users added to Timekeeping are listed. To add a user, see How to Add or Remove a User.
4. For each user’s access you want to change, select Own (User) from the dropdown list in the View column.
5. Click Save (button).

How to Restrict User Access to Timekeeping Records – Resource#

1. Navigate to Timekeeping.
2. Click Menu (button) > Edit User Access.
3. Click Edit (button).
   • Note: Only users added to Timekeeping are listed. To add a user, see How to Add or Remove a User.
4. For each user’s access you want to change, select Own (Resource) from the dropdown list in the View column.
5. Click Save (button).