I am new to Acumatica. I am trying to create a company tree so only those users can view the timecards of their employees. Here is a copy of my current company tree. I want both of these users to be able to view all of the employee timecards setup under Employees. I don’t want to setup delegates because multiple users will need to view everyone’s time card.
However, when I log in as user CB and go to Time & Expense entries I don’t see any other employees but CB’ users. What am I doing wrong? Do I have to setup all the employees under the company tree also? Please advise.
Best answer by Laura02View original
Hello Frances, please check out this post from earlier today.
Does your company tree have a “branch” beneath the Approver’s workgroup listing all employees whose time will be seen and approved by the approving branch above it? If not, that is your next step.
By default, the employee’s manager can see their time. For several people to see the time of employees who do not directly report to them, we configure the tree branches accordingly.
Thanks Laura. I was able to add a branch with users and that did the trick.