You can allow representatives of your clients to approve the time that members of your organization submit against that clients projects. This feature is useful if you want clients to approve project hours before billing, when they can be easily corrected. A client representative can log in to Replicon just like any other user, but their access is limited to approving their own project data only.
Client representatives can only approve time if your organization is using the Standard legacy timesheet format or configurable timesheets using the new product suite. Client reps cannot view or approve time punches.
To set up a client representative, an administrator:
In most cases, you would not assign this user any other permission sets or templates. Don't assign client reps report access, since reports will show data for all projects and clients, not just that client's data.
However, you might also want to assign the client rep notifications so they know when a timesheet is awaiting their approval. If you assign notifications, be sure to edit them if you don't want totals for all projects to display.
Then, a project manager:
To assign a client representative to a client:
A dialog displays.
Only those assigned a Client Representative permission set will display in this list.
The client representative you added is now available to assign to projects for that client.
To assign a client representative to a project:
The selected client representative will now be sent hours entered against that project to approve provided Client Representative is included in the approval path assigned to the project’s resources.
No, client rep approvers don't work with cost allocation or bucket projects.
They will only see data entered against projects to which they are assigned.
This type of user cannot be added to project teams and cannot be assigned as project managers, unless you give them other project permissions.
Consult your Replicon sales rep for pricing details.