In the table below, we present some common ‘User Access Requirements’ and the Recommended Configuration to achieve this access .
| User Access Requirements | Recommended Configuration |
|---|---|
| 1. Client Users can only access Projects to which they are Invited. | This would be considered the default situation for This is the default setup for Client users. Steps: – Create a Client Office – Add Client Users to that Office – Set their Project Access Level to Invite Only – Grant Project Managers / Account Managers Multi- Office access to the Client Office – Create Projects in your Home Office – Invite Client Users as needed With this setup, staff in your Home Office will have broad access, while Clients can only see Projects they’re directly invited to. |
| 2. Client Users can access ALL Projects created for them. | Best for large groups of Client users who need full visibility. Steps: – Create a Client Office – Add Client Users to that Office – Set their Project Access Level to All Projects in My Office – Map relevant staff to the Client Office via Multi-Office – Create Projects in the Client Office – Invite staff from your Home Office to each Project as needed This gives Clients full access to Projects created in their Office — but not to Projects in your Home Office unless explicitly invited. |
| 3. Need to Limit Access for Staff Users for Specific Clients | Use the same setup as Option 2, with a focus on selective visibility for staff. Key decision:– If staff should see all Projects in the Client Office, use Multi-Office mapping– If not, rely on Project Team invitations only |
| 4. Need to invite Users from a Remote Office to work in your Home Office. | Ideal for resource sharing across Offices (internal or vendor). Steps: – Follow the setup from Option 1, but instead of Clients, invite Staff or Vendors from the remote Office Access tip:To invite users from another Office: – You must be a Network Admin, or – Have Multi-Office access with that Office Note: To manage shared Timesheets across Offices, configure Alien Timesheet Agreements in Pronto. |