We would like to be able to set limitations on contract employees to only be able to see the clients they are assigned to, but still have the functionality to enter time and use workflow to move jobs.
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Michelle Harris Hi Stacy
Have you considered using the Department level permissions and the Limit Time option on the jobs.?
If the contractors only have access to a special department that these clients belong to, then they will only see those clients in the client search. You can then also apply the Limit to option so that only staff named in roles on the job can see that job within time entry.
Thanks
Michelle
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