How do I prevent Managers from seeing all the projects in Hubstaff?

Question:

I have different teams working on different projects. Each team will have a manager overseeing their work. I would like to give this manager access only to their own team’s work. They shouldn’t be able to see every project in my organization. Is this possible?

Answer:

Yes, you can ensure that managers can only see the projects allocated to them through the steps listed below.


Changing user roles

The first thing to do is to ensure the team member’s role is User at the organizational level. This prevents them from having access to any other projects.

Step 1

Navigate to People > Members on the main dashboard.

people members menu

Step 2

Find the member whose role you want to change or double check. You can use the Search Members field to search for a particular member

search members
Step 3

Click over the member’s current role (highlighted in blue) under the Role column next to the specific user.

members edit role

Step 4

This will lead to the member’s Profile page already in the Roles tab. Click on the Role field and choose User.

members roles role user

After a team member’s role has been set as User on the organization level, you can either:

  1. Set which projects they manage from the Members Page
  2. Set which projects they manage from the Projects Page

Set which projects they manage from the Members Page

Navigate to People > Members on your sidebar, then under the Role column, make sure the member’s role is set as User (instructions about this in the section above).

Step 1

Navigate to People > Members on your sidebar, click on Edit under the Projects column.

Members page click over member projects

Step 2

On the Profile page > Roles tab > in the Projects section > under Manages these projects, select which projects the member will have Manager level access, while remaining User in the organization level.

members roles projects save changes

 


Set which projects they manage from the Projects Page

Step 1

Navigate to Project management > Projects, then click on the project name.

step 7 1

step 8 3

Step 2

Next, you can select Manager under the Role column drop-down next to the member’s name.

step 9

Alternatively, you can quickly change the member assignment and roles directly from the Project management > Projects page by clicking over the members assigned to them under the Members column.

Project management page edit assignment

Then set the members with Manager level access on the Managers field.
Project management page edit assignment prompt 1
For more information on the scope of users with Manager roles within your organization, please click here.
To know more about Hubstaff User Roles and Permissions, please click here.
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