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How to control access of OfficeClip Reports

by SK Dutta 29. July 2016 16:30

After getting a query from one of our customers, I decided to do this quick video on how to:

  1. Provide OfficeClip Report Access to certain members (or roles) of your team.
  2. Manage Access at the Reports level. For example, do not allow some reports to be shown to an employee.
Note: Make sure you exercise caution when you expose your reports to non-administrators of your organization. Depending on their access they may be able to see some information that you may not want them to see!



Please reply with your questions or comments

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Share timesheet and project information with your customers

by SK Dutta 18. April 2014 16:04
Your company may work on various projects and track time and expenses for them using software like OfficeClip. Today I am going to show you how to give limited access to your customers so that they can track information related to their own projects.

This process includes a few steps:
  1. While creating a report, click on the Filter tab and set the filter to a particular customer or project. You may also use the filter to restrict the number of employees that works in the project.
  2. Now click on the Filter Permission tab and only check mark those fields that you want to allow your customers to change.
  3. Once the report is created, create a secured share for this report for your customer.
That's it! now your customer can access this report in a restricted fashion and will be able to view his/her own project information. The video below shows how to set this up.


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