Employee Client/Project Restrictions

To restrict the employee's access to particular clients, carry out these steps:

1. Open the Edit view in the left-hand pane.
2. Click Employees in the left-hand pane.
3. The Employees window opens in the main workspace. Select the relevant client in the Employee drop-down list.
4. Open the employee record's Client/Project Restrictions section.
5. In the Client Analysis Grouping drop-down list, select a client analysis group.
6. A list of the client analysis codes that belong to this group is displayed in the upper pane. Select a client analysis code.
7. Click Add.
8. You have added a client analysis code to the lower pane. Add any other relevant codes to the pane.
9. Now select one of the radio buttons:
   • If you select Client can belong to any selected analysis group, the employee can access any client that belongs to ANY of the client analysis codes listed in the lower pane.
   • If you select Client must belong to all selected groups, the employee can access any client that belongs to ALL of the client analysis codes listed in the lower pane.
10. Click SUBMIT to apply the settings you have made.

To restrict the employee's access to particular projects, carry out these steps:

1. Open the Edit view in the left-hand pane.
2. Click Employees in the left-hand pane.
3. The Employees window opens in the main workspace. Select the relevant client in the Employee drop-down list.
4. Open the employee record's Client/Project Restrictions section.
5. In the Project Analysis Grouping drop-down list, select a project analysis group.
6. A list of the project analysis codes that belong to this group is displayed in the upper pane. Select a project analysis code.
7. Click Add.
8. You have added a project analysis code to the lower pane. Add any other relevant codes to the pane.
9. Now select one of the radio buttons:
   • If you select Project can belong to any selected analysis group, the employee can access any project that belongs to ANY of the project analysis codes listed in the lower pane.
   • If you select Project must belong to all selected groups, the employee can access any project that belongs to ALL of the project analysis codes listed in the lower pane.
10. Click SUBMIT to apply the settings you have made.