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Executive Level Access Restrictions

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    Is there a way to restrict access to all reports for an Executive level user?

    I want a client to be able to upload documents only - not view reports. Can this be done?

    Thanks in advance for any help.

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    At this time Intervals does not have the ability to restrict access to all reports. However, the executive user can only see a limited view of two reports at this time. If that is still too much information for executive users within your company, I completely understand.

    That is why we are planning on adding granular controls for executive/client level users. Please see this forum post for more on this topic:
    Intervals executive/client level user and more granular controls

  3.  

    Thanks for the timely response.

    Granular controls for executive/client level users would be a great addition. For non-retainer/maintenance work, we flat bid projects. I don't always want to grant client access to even the limited reports that they currently have access to. Sounds like you are working on it.....so I will wait for the update.

    Thanks again.

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