Who can see what on the system?
Depending on your role, you will have permission to see different information. All of this is explained below.
Clients
Client list
Area | Field | Admin | Worker* | Authoriser |
List | Name | Shown | Shown | N/A^ |
List | Telephone | Shown | Hidden | N/A^ |
List | Timesheet email | Shown | Hidden | N/A^ |
List | Reference | Shown | Hidden | N/A^ |
^ Page not shown * May have a different name such as Contractor, Temp, Volunteer etc.
Client detail
Clients > Client detail page
Area | Field | Admin | Worker* | Authoriser |
Details | Name | Shown | Shown | N/A^ |
Details | Telephone | Shown | Hidden | N/A^ |
Details | Reference | Shown | Shown | N/A^ |
* May have a different name such as Contractor, Temp, Volunteer etc. ^ Page not shown
Contracts
Contracts > Contracts list
Area | Field | Admin | Worker* | Authoriser |
List | Name (Contract's) | Shown | Shown | Shown |
List | Name (Client's) | Shown | Shown | Hidden |
List | Reference | Shown | Shown | Shown |
List | Start date | Hidden | Shown | Hidden |
List | End date | Hidden | Shown | Hidden |
* May have a different name such as Contractor, Temp, Volunteer etc. ^ Page not shown
Contract detail
Contracts > Contract detail
Area | Field | Admin | Worker* | Authoriser |
Details | Client | Shown | Hidden^^ | Hidden |
Details | Contract | Shown | Hidden^^ | Shown |
Details | Reference | Shown | Hidden^^ | Shown |
Default timesheet settings | Worker* billing rate | Shown | Hidden^^ | Shown |
Default timesheet settings | Submission period | Shown | Hidden^^ | Shown |
Default timesheet settings | Allow holidays | Shown | Hidden^^ | Shown |
Default timesheet settings | Allow nightshifts | Shown | Hidden^^ | Shown |
Details | Name (Contract's) | Hidden** | Shown^^ | Hidden** |
Details | Name (Client's) | Hidden** | Shown^^ | Hidden** |
Details | Reference | Hidden** | Shown^^ | Hidden** |
Details | Start date | Hidden** | Shown^^ | Hidden** |
Details | End date | Hidden** | Shown^^ | Hidden** |
Financials | Billing rate (daily/hourly) | Hidden** | Shown^^ | Hidden** |
Financials | Payroll number | Hidden** | Shown^^ | Hidden** |
Timesheets | Submission period | Hidden** | Shown^^ | Hidden** |
Timesheets | Allow Holidays | Hidden** | Shown^^ | Hidden** |
Timesheets | Allow nightshifts | Hidden** | Shown^^ | Hidden** |
* May have a different name such as Contractor, Temp, Volunteer etc.
^^ Shown on Contracts page **Shown on Worker detail page
Worker detail
Contracts > Contract detail > Worker detail
Area | Field | Admin | Worker* | Authoriser |
Details | Name (Worker's) | Shown | N/A^ | Shown |
Details | Email (Worker's) | Shown | N/A^ | Hidden |
Details | Client | Shown | N/A^ | Hidden |
Details | Contract (name) | Shown | N/A^ | Shown |
Details | Reference (worker's) | Shown | N/A^ | Shown |
Details | Start date | Shown | N/A^ | Shown |
Details | End date | Shown | N/A^ | Shown |
Financials | Billing rate (daily/hourly) | Shown | N/A^ | Shown |
Financials | Payroll number | Shown | N/A^ | Hidden |
Financials | Pay rate | Shown | N/A^ | Hidden |
Financials | Charge rate | Shown | N/A^ | Hidden |
Timesheets | Submission period | Shown | N/A^ | Shown |
Timesheets | Allow Holidays | Shown | N/A^ | Shown |
Timesheets | Allow nightshifts | Shown | N/A^ | Shown |
* May have a different name such as Contractor, Temp, Volunteer etc. ^ Page not shown to this user type