How Do I Set Time Entry Restrictions

Restrictions are used to specify which clients each department or staff member is permitted to record time against. Once restrictions have been set up, any client that a user is not permitted to record time against will be hidden. The guide below will show you how to set restrictions at a department level that can be used for multiple staff members.

If you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.

To Specify Restrictions for a Department

1. Click Admin > User Accounts > Departments > (Name of Department) > Restrictions.
   
   
   
   
   
   
   
   
2. For each client that members of this department are permitted to record time against, enter the From and To Dates for which they are permitted to record time against this client, and then click Save.
   
   
   
   
   
3. For each staff member belonging to the restricted department, click on Admin > User Accounts > Staff > (Name of Staff Member in the Department) > Roles > (Name of Company).
   
   
   
4. Ensure that only the time roles Time Entry (Departmental Clients), Time Entry (Jobs) and Time Entry (non-Job) are ticked, and then click Save.
   (If the staff member should have both department and staff level restrictions active, please also tick the role Time Entry (Staff’s own Clients).)
   
   
   
   
   

To Specify Restrictions for an Individual Staff Member

1. Click Admin > User Accounts > Staff > (Name of Staff Member) > Restrictions.
   
   
   
   
   
   
   
   
2. For each client that this staff member is permitted to record time against, enter the From and To Dates for which they are permitted to record time against this client, and then click Save.
   
   
   
   
   
3. For each staff member belonging to the restricted department, click on Admin > User Accounts > Staff > (Name of Staff Member) > Roles > (Name of Company).
   
   
   
   
   
4. Ensure that only the time roles Time Entry (Staff’s own Clients), Time Entry (Jobs) and Time Entry (non-Job) are ticked, and then click Save.
   (If the staff member should have both department and staff level restrictions active, please also tick the role Time Entry (Departmental Clients).)
   
   
   
   
   
   
    
   
   

You may also be interested in the following guides

How do I Create/Edit/Delete A Department
Permissions & Roles In Tempora