Partner-level users can be given access to multiple client portals at a time. If a user does not need to access multiple client portals, consider giving them Manager-level access. Only Partner-level users and the Timerack Support team can manage Partner users; Manager-level users do not have the access needed to modify users at the Partner level. By default, new Partner Users are granted access to every client on your company's Partner Dashboard.

This article explains how to limit a Partner User's access to specific client portals. To create a new Partner User or prevent a Partner User from accessing client portal Settings, see Add a Partner User.

1) From the Partner Dashboard, click My Accounts in the top navigation menu.

2) Choose the Client Access option on the left.

3) From the Select User dropdown menu, choose the user whose client access you want to modify. The users’ names in this list will appear in alphabetical order by first name. An asterisk (*) beside the name means that the user’s account is currently in-active.

4) A list of all clients associated with your company will display. By default, Partner Users are able to access to every client on your company's Partner Dashboard. 

The Access column indicates which client portal(s) the selected user can access. If the checkbox is marked, the user will see the client(s) listed on the Partner Dashboard, and can view and modify Employee Profiles, Assignment info, and Timekeeping data contained in that client portal.

Remove the checkmark from the Access column of any clients to which you do not want this user to have access.

5) Click the Save button below the client list to finalize your changes.

A message will display that the user's access has been updated.