Timesheet/Support Staff User Role
Be able to have more granular control of user roles, in order for employees (i.e. support team), not to be able to see sensitive information of the company (i.e. invoices, expenses, customer balances, etc.). In addition to current timesheet access, I would like to be able to give my support employees to:
1. Create new tasks (currently they can only select from existing tasks)
2. Have the ability to create Fuel/Mileage expenses when they travel to customer site for support
Michael
shared this idea
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Dominique Picard
commented
Hello, I tried @Reshma method, but the TimesheetStaff can't creat mileage expense; only regular expense. We need the employees to create Mileage expenses.
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Hello Everyone,
You can now permit your TimesheetStaff to record expenses for associated project(s).
To know more- https://www.zoho.com/books/kb/timesheet/users-add-expense.html
Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.
