Assigning Managers to Access Groups

When a manager is a member of an access group, that manager has access to any items (projects, task groups, employees and employee groups) associated with the access group. The manager also has access to any items associated with any sub-level access groups. The following details how to assign managers to access groups and how to review assignments.

Prerequisite:

• The hierarchy structure should be completed before assigning managers to access groups.

To assign managers to an access group:

1. Select Limited Access from the navigation bar (Security > Limited Access).

2. Verify that the Managers tab is selected in the right side pane.

3. In left pane, check the access group to assign. If there is a hierarchy of access groups, select the top most access group applicable to this manager. There is no need to check any sub-level access groups as the manager will automatically have access to these.

4. In the right side pane, select the manager from the list.

5. Click the Assign button on the toolbar above the list of managers.

 

Once managers have been assigned to access groups, the next step is to assign the access group to specific items (projects, task groups, employees and employee groups).

 

 

Important Consideration: Users with full Administrator security rights are not automatically assigned to the root/top access group and therefore will not necessarily be able to view all projects, etc. This is a change from previous versions of Dovico Timesheet where an ‘Administrator’ had access to everything.

 

Tips: Many functions located on the toolbars can also be found by right clicking in the pane. Right click and select Uncheck All to clear all checked access groups.

 

To review which managers belong to an Access group:

From the left side pane:

1. Locate and expand the access group to reveal the managers assigned to the group. Note that any managers assigned to higher level access groups in the same branch also belong to this access group.

 

To review which access groups a manager is assigned to:

From the right side pane:

1. Select the manager from the Managers tab list.

2. Click the Filter button in the left side toolbar.
   
   The access group hierarchy tree displays the access groups for the manager and any parent groups.

3. Click the Remove Filter button to clear the filter.

 

To unassign managers from access groups:

1. In the right side pane, select the Managers tab.

2. Check one or more access groups to unassign in the left pane.

3. Select the managers to unassign from the Managers list on the right.

4. Click the Unassign button on the toolbar above the list of managers.

Copy a manager’s limited access assignments:

The copy assignments function enables one manager’s limited access assignments to be copied to one or more other managers.
 

1. In the right side pane, select the Managers tab.

2. From the list, select the manager whose assignments will be copied.

3. Click the Copy Assignments option from the ellipsis button.
   
   The Copy Access Group Assignments window opens.

4. Select the managers receiving the assignments.

5. Click OK.