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Setting up security for Schedule Manager

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When you give members of a security group access to Schedule Manager, they can view employee schedules or schedule hours by project or employee.

Members of a security group do not see the Manage > Schedules option on the menu unless you give them access to it.

  1. From the Company menu, click Security.
  1. Click the security group you want to give access to Schedule Manager, and click Edit.
  2. Click the Manage tab.
  3. Select the Schedule manager check box to allow members to view their employee schedules.

If you are setting up employees who have access only to time and expense, you may skip the next step.

  1. Select the following as needed:

To allow members to

Do this

View schedules on all projects

Select the See all projects check box.

Note: This check box overrides the View my projects only check box on the General tab and the Allow changes to my projects only check box on the Projects tab.

View dollar amounts based on billing rates

Select the See dollars check box.

Note: Dollar amounts are optional columns in Schedule Manager.
Make changes to schedules, and add or change employees on projects

Select the Can edit check box.

  1. Click Save.

See also

About scheduling employees on projects



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