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TimeSolv has made more high level data visible in the system without giving users the ability to restrict this access. Under the current parameters, users have to be Admins in the system to sync TimeSolv and NetDocs. By default, those same users can see all the data on the dashboard. This is data that upper management would like to restrict.
How often would you use this request?
Daily |
The request has been revised. While I was mistaken regarding creation of clients/matters, users must be admins to sync TimeSolv and NetDocs. This has been confirmed by TimeSolv Tech Support. This component of my original comment has not been addressed, hence, these controls do not exist.
You can create non-admin users with permission to create clients/matters. In the example below, the user Ben Ryding has full access to Clients/Matters but lacks the permission to view Dashboard.
If the provided example does not handle your use case, please feel free to respond and provide more details.
Thank you!