In the table below, we present some common ‘User Access Requirements’ and the Recommended Configuration to achieve this access .
| User Access Requirements | Recommended Configuration |
|---|---|
| 1. Client Users can only access Projects to which they are Invited. | This would be considered the default situation for Client Users. Configuration: – Create an Office for the Client. This is the ‘Client Office’. – Create the ‘Client Users’ in their ‘Client Office’. – Set the ‘Client Users’ to have Project Access Level: ‘Invite Only’ – Update the Account Manager and Project Manager for the Client to have ‘Multi-Office’ access to the new ‘Client Office’. – Create Projects for the Client in your ‘Home Office’. – Invite the ‘Client Users’ to the Projects as required. With this Configuration, most Staff Users in your Home Office will have access to All Client Projects – whilst the Client Users will have to be invited to each Project separately to gain access to Files and Data. The Multi-Office access for the Project Manager and Account Manager will allow them to manage Client Users in the Client Office and Invite the Client Users to the Projects as required. |
| 2. Client Users can access ALL Projects created for them. | This configuration would be used when there are a Large Number of Client Users, who need Broad Access to All Project materials. Configuration: – Create an Office for the Client. This is the ‘Client Office’. – Create the ‘Client Users’ in their ‘Client Office’. – For all Staff Users who need default access to the Client Materials – use the ‘Multi-Office’ setting to map them to the ‘Client Office’. – Set the ‘Client Users’ to have Project Access Level: ‘Access All Projects in My Office’ – Create Projects for the Client in the ‘Client Office’. – Invite the Staff Users to the Projects as required. With this Configuration, the Client Users will have access to All Client Projects created in their Office. They will have No Access to Projects created in your Home Office – Unless you directly invite them to a Project. However you will have to invite the Staff Users in your ‘Home Office’ to Projects individually. |
| 3. Need to Limit Access for Staff Users for Specific Clients | This scenario is used when you may have ‘Sensitive’ Clients and you need to limit which Staff Users can access the various Client Materials. The recommended configuration is the same as Option 2, above. The only difference to consider might be: Do you want your selected Staff Users to have Access to All Projects in the Client Office? – If YES, map the Staff Users to the Client Office using the ‘Multi-Office’ tool. – If NO, don’t map the Staff Users to the Client Office, and rely on Direct Invitations to the Project Teams to grant access to the required Projects. |
| 4. Need to invite Users from a Remote Office to work in your Home Office. | This scenario is common if you want to share professional resources across Offices. These Offices could be affiliated to your company – or they could be Vendor/Supplier Offices. The recommended configuration is the same as Option 1, above. However, instead of inviting Client Users to your Projects, you are inviting equivalent Staff or Vendor Users from the remote Office. Note 1: To be able to see and invite Users from a Remote to a Project in your Office, you must: 1. Have Network Admin Access 2. OR, have a Multi-Office invitation with that Office. Note 2: If you wish to manage Timesheets across Offices on a “Shared Resource” basis – you need to configure the Timesheet Agreement between Offices using the Pulse ‘Alien Timesheets’ feature. |