What each user can see

Admins14 October 2023

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

AreaFieldAdminWorker*Authoriser
ListNameShownShownN/A^
ListTelephoneShownHiddenN/A^
ListTimesheet emailShownHiddenN/A^
ListReferenceShownHiddenN/A^

^ Page not shown * May have a different name such as Contractor, Temp, Volunteer etc.

Client detail

Clients > Client detail page

AreaFieldAdminWorker*Authoriser
DetailsNameShownShownN/A^
DetailsTelephoneShownHiddenN/A^
DetailsReferenceShownShownN/A^

* May have a different name such as Contractor, Temp, Volunteer etc. ^ Page not shown

Contracts

Contracts > Contracts list

AreaFieldAdminWorker*Authoriser
ListName (Contract's)ShownShownShown
ListName (Client's)ShownShownHidden
ListReferenceShownShownShown
ListStart dateHiddenShownHidden
ListEnd dateHiddenShownHidden

* May have a different name such as Contractor, Temp, Volunteer etc. ^ Page not shown

Contract detail

Contracts > Contract detail

AreaFieldAdminWorker*Authoriser
DetailsClientShownHidden^^Hidden
DetailsContractShownHidden^^Shown
DetailsReferenceShownHidden^^Shown
Default timesheet settingsWorker* billing rateShownHidden^^Shown
Default timesheet settingsSubmission periodShownHidden^^Shown
Default timesheet settingsAllow holidaysShownHidden^^Shown
Default timesheet settingsAllow nightshiftsShownHidden^^Shown
DetailsName (Contract's)Hidden**Shown^^Hidden**
DetailsName (Client's)Hidden**Shown^^Hidden**
DetailsReferenceHidden**Shown^^Hidden**
DetailsStart dateHidden**Shown^^Hidden**
DetailsEnd dateHidden**Shown^^Hidden**
FinancialsBilling rate (daily/hourly)Hidden**Shown^^Hidden**
FinancialsPayroll numberHidden**Shown^^Hidden**
TimesheetsSubmission periodHidden**Shown^^Hidden**
TimesheetsAllow HolidaysHidden**Shown^^Hidden**
TimesheetsAllow nightshiftsHidden**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

AreaFieldAdminWorker*Authoriser
DetailsName (Worker's)ShownN/A^Shown
DetailsEmail (Worker's)ShownN/A^Hidden
DetailsClientShownN/A^Hidden
DetailsContract (name)ShownN/A^Shown
DetailsReference (worker's)ShownN/A^Shown
DetailsStart dateShownN/A^Shown
DetailsEnd dateShownN/A^Shown
FinancialsBilling rate (daily/hourly)ShownN/A^Shown
FinancialsPayroll numberShownN/A^Hidden
FinancialsPay rateShownN/A^Hidden
FinancialsCharge rateShownN/A^Hidden
TimesheetsSubmission periodShownN/A^Shown
TimesheetsAllow HolidaysShownN/A^Shown
TimesheetsAllow nightshiftsShownN/A^Shown