Allow staff to update information on projects and tasks
You can allow your staff to update information on projects and tasks such as the
Received date
, Actual Start date
, Actual Completion date
, or Tracking Description
in any of the places where you give them access to projects and tasks such as Manage Projects, Client Projects tab, Client Dashboard, Staff Dashboard, or Time & Expense Entry. If you have given them security access to Manage Projects but they still can't open or modify a project or task, provide the following additional security permissions.
- To give staff members access to the projects and tasks screens: SelectPractice CS,Data,Schedule Item Data,Project Data, thenView.
- To let staff edit projects: SelectPractice CS,Data,Schedule Item Data,Project Data, thenEdit.
- To let staff edit tasks: SelectPractice CS,Data,Schedule Item Data,Project Data,Task Data, thenEdit.
