This can be used to get a complete view of the project, even if not all resources are using TidyWork to enter their time and materials. For a user to be able to do this, they must be a manager.
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Download PDFImportant note: A user may not necessarily log in to use Tidy, however if they are required for visibility on a project or in a report etc, they will incur a charge.
Step 1.
Ensure you have permissions to identify as the user. This must be done by a Resource Administrator. Go to the Actions on behalf tab. Within this screen, you will see a list of users you can choose to act on behalf of.
Step 2.
Click the Tick box on the left to select the user. Click save.
Step 3.
You can now switch between the users you have chosen. To do this, click on the switch icon.
Step 4.
A drop-down list will appear giving you the option to select the user. Click the switch button once you have selected the user.
Step 5.
You can now act as this user on their behalf. To switch back, click the switch back to me button.
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