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Give them the following Roles (person profile Person > Profile tab):

  • Project Viewer  Viewer (so they can see projects/run project reports)
  • Viewer (so they can see people/run people reports)
  • Bill Rate Manager (so they can see bill rates)
  • Cost Rate Manager (so they can see cost rates)
  • AP Viewer
  • AR Viewer
  • GL Viewer


Grant the following Org Access (person profile Person > Profile tab - left menu):

  • All for Project Viewer
  • All for Viewer
  • All for AP Viewer
  • All for AR Viewer
  • All for GL Viewer
  • (no need for bill/cost rate manager as the bill/cost rate manager roles simply layer on top of the other roles)