Job Visibility
When jobs are logged, the Links tab displays all of the clients/staff that are explicitly linked to the job.
| Who | Visible if… |
|---|---|
| Staff | The job is assigned directly to them |
| Staff | They belong to the skillgroup that the job is assigned to |
| Staff | They belong to an application security role that bypasses Skillgroup visibility, using the Allow full access to all jobs and actions option |
| Client | They are the primary client for the job and the job has not been marked as Private (Staff viewing only) |
| Client | They are linked to the job, and have not been explicitly denied viewing permission |
| Client | They have been granted Site-wide viewing permission, and the job is either linked to a site that they are part of, or the primary client of the job belongs to a site they are part of |
Granting / Revoking Job Visibility for Clients
There are several ways to control job visibility.
Check the “Staff viewing only” checkbox
On the Properties tab of a job, check the “Private (Staff Viewing Only” checkbox to disable any client access - even if they are the primary client, or otherwise have been granted visibillity access. This checkbox will override all other visibility settings.)
Unlink the client from the job
An easy way to prevent a client from viewing a job is to simply unlink them from the job. Use the Links tab on the job, right-click the client and select Remove.
Note It is not possible to remove a client if they are the primary client. Furthermore, remember that if a client has been granted site-wide viewing permissions, they may still be able to see the job, even though they are not linked to it. See below.
Explicitly set the viewing permission
By default, any client that is linked to a job has visibility via the web portal. This visibility status can be changed by right-clicking on a client from the Links tab, and then selecting the appropriate viewing permission.
Granting site-wide job viewing permission for the web portal
By default, clients using the web portal can only view jobs where they are the primary client. This is usually the case when they log the job themselves via the web portal. Other clients cannot see their job unless their site has been granted Site-wide viewing permissions.
Any client that is linked to a site via the Links tab can be set to have site-wide job visibility via the web portal, even if they are not directly linked to the job. This feature allows a manager of a site/company to be able to view all jobs that have been logged for their site. This ability is explicitly granted to specific clients.
In addition to site-wide job visibility, individual clients that are linked to the job can be granted visibility, or denied visibility.
See also
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