Creating Clients and Projects
83
Approve time and expenses entered against their projects
View project team information for their projects
Providing Clients Access
A representative from each client can be provided access to Web TimeSheet by adding them as an external
user. Each external user is associated with a client, and you can create more than one external user for each
client, if multiple representatives want access to the system.
To add external users:
1. Define the permissions provided to external users, as detailed in External User Permissions on page
55.
2. Create the external users, as explained in Standard versus External Users on page 71.
Including Clients as Approvers
Once client representatives are set up as external users, they can be included in the approval path for
timesheets or expenses, as follows:
1. Ensure the external users permissions include the Client/External Approver option.
2. Set the clients representative as the Client/External Approver for the project.
3. Creating an approver type, with External User selected as the approver. (This may already exist.)
4. Add the External User approver type to timesheet and/or expense sheet approval paths, as de-
sired.
5. Assign these approval paths to users, if new approval paths were created. If the approver type was
added to existing paths, the path will automatically be updated to include the client the next time a
timesheet/expense sheet is submitted.
Only time or expenses for that clients projects will be forwarded to the clients representative for approval.
If data for other projects is included in the timesheet or expense sheet, this data will not be visible to the
client.
Posting Notes for Projects
You can use project notes to post notes about a specific project, such as updates on how the project is pro-
gressing. Other users can then review the notes to find information that pertains to their projects.
Project notes are available at:
Projects > Project Notes