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 at the top right of this page to contact our team for help.

Index
How Do I Add Department Restrictions
How Do I Add Staff Restrictions
Page Glossary (A list of all fields with descriptions)

How Do I Add Department Restrictions

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).)
   
   
   

How Do I Add Staff Restrictions

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).)
   
   
   
   
   
   

Page Glossary

Client
This field shows the name of the client this restriction row is for.

Effective From
The date the client restriction should be available from.

Effective To
The date the client restriction should be available to. This is often left blank so there is no end date for the restriction.

Client Close Date
If the client has an end date it will be displayed here.

The restrictions are an opt-in system, the staff member will only be able to record time for items with a set restriction. For the restrictions to be active the user must have the following roles enabled. 

Time Entry (Departmental Clients)
Time Entry (Staff's own Clients)
Time Entry (non-Job)
Time Entry (Jobs)

The following role must not be enabled as it supersedes any restrictions 

Time Entry (All Clients)

You may also be interested in the following guides

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