Limited Access Flag

The limit access flag is a General Permission that can be modified through the User Type Editor  or on a line-item basis from the User Editor.

The limit access flag is often set for contractors who should not be able to see information about your installation outside their purview. For example, if you have a contractor working on projects for Client X, you wouldn't want them to see your entire client list. The limit access flag comes into play in specific situations. You should not consider it the "be all and end all" of locking users out of your installation data. If you elevate other parts of their permissions, then these may supersede any limiting imposed by this flag.

Users with this flag set will see the following limitations:

  • Time Entry only shows projects they have a role on (role can be requested, scheduled, and does not require hours to be assigned)
  • Expense Entry only shows projects they have a role on
  • Find Time only allows searching on limited fields
  • Project Browser only returns projects that the user is an engagement manager, project manager, or can act as PM on. The users visibility into projects can be expanded by giving them the cost center permission View Projects.
  • Other areas of the management portal respect a user's specific permissions and not the Limited Access flag. For example, if you give a user request/schedule permissions for all cost centers, they'll be able to browse roles on all projects. If you have users that need their visibility into your business limited, you should be very careful about how you expand their permissions.
  • Project Workspaces - limited access users constitute their own group for providing access to project workspaces
  • e3 - no access to content

Corner case - If limited user is requested on a project, then the project may be added to their timesheet. However, if that role is then booked to any other resource (including unnamed), then adding the project is impossible.

Search Limitations

When searching for time or cost cards, the following fields are not queryable by a limited access or client user.

  • Client
  • Engagement
  • Engagement Cost Center
  • Engagement Company
  • Engagement Currency
  • Engagement Manager
  • Engagement Stage
  • Engagement Type
  • Billing Cycle
  • Engagement Principle
  • Project
  • Project Location
  • Project Manager
  • Project Stage
  • Resource
  • Resource Cost Center
  • Resource Company
  • Resource Location
  • Resource Department
  • Resource Title
  • Resource Type
  • Direct Time Approver
  • Direct Manager
  • Indirect Manager
  • Time Entry Delegate
  • Accounting Period
  • Standard Rate Type
  • Standard Task Type
  • Billing Title
  • Time Card Location
  • Time Off Reason
  • Invoice
  • Created By
  • Last Updated
  • Submitted By
  • Approved By
  • Rejected By


Results Limitations

When querying time cards the following results fields are not accessible:

  • Resource Direct Cost
  • Resource Direct Cost (RDC Currency)
  • Resource Direct Cost (Disbursed Currency)
  • RDC Hourly Rate (RDC Currency)
  • RDC Hourly Rate
  • RDC Hourly Rate (Disbursed Currency)
  • RDC Currency
  • RDC Currency Code