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:
- 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.
- Now click on the Filter Permission tab and only check mark those fields that you want to allow your customers to change.
- 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.
SK Dutta is a software architect and creator of OfficeClip Suite of products. He loves to design and develop software that makes people do their job better and more fun. He always explores ways to improve productivity for small businesses. He is also an avid reader in many areas, including psychology, productivity, and business.