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Portal Time Sheet Entry Grid

Last post 06-04-2013 12:24 PM by Method_Ashur. 1 replies.
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  • 06-03-2013 4:42 PM

    Portal Time Sheet Entry Grid

    Reply Contact

    Hello,

    I set up a seperate portal for my employees to enter time sheet entries, so I have it tied to the time sheet entry screen.   I would like them to only have the ability to edit their own time sheet entries, but I can't figure out how to adjust the setting on the grid so that they can only see their own entries.  Can someone please send me in the right direction so I can figure this out?

    Thanks!

    Ben Brower

  • 06-04-2013 12:24 PM In reply to

    Re: Portal Time Sheet Entry Grid

    Answer
    Reply Contact

    Hey Ben,

    Are your employees Method users linked with their respective portal users? If so, then you can easily limit what they see on the grid using a filter. Check out this post which suggests the same approach. On a side note, will your employees strictly be utilizing the portal or will the login to the CRM as well?

    - Ashur

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