How to Use the Client Access Feature in Time Doctor
Note: Client Access is available in the Time Doctor Premium plan and can be accessed by Account Owners and Admins.
TL;DR:
Create free, read‑only client accounts to share selected reports. Limit visibility by Groups, Projects, and Reports. Invite from Invite page; adjust access anytime in Settings → Users.
What “Client” Access Means
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Provide free, read‑only access for external stakeholders (e.g., clients).
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Allow visibility only to chosen reports, users (via Groups), and projects.
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Prevent actions such as tracking time or editing other users’ data.
Before Starting
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Confirm the Premium plan is active.
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Ensure the person setting this up has Account Owner or Admin access.
Invite a Client
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Open Invite.
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Enter the client’s email address.
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Set Access level to Client.
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Under Groups, select the employee group(s) the client may view. (Optional)
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Under Projects, select the project(s) the client may view. (Optional)
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Under Reports, choose which reports the client may access.
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Send the invitation.
What the client receives: An email with a Join Your Team link to complete registration (name + password). After login, the client sees only the reports granted.
Tip: Selecting either Groups or Projects can be sufficient. Use both only when a combined restriction is needed.
Change a Client’s Visibility Later
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Go to Settings → Users.
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Locate the client account and select Edit (pencil icon).
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Adjust access in the Projects, Groups, and Reports tabs.
How Visibility Rules Work (Groups vs. Projects)
Use these examples to predict what a client can see:
State 1 — Only Groups Selected
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Result: All work performed by users in the selected group(s), not limited by project.
State 2 — Only Projects Selected
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Result: All work on the selected project(s) by any users, not limited by group.
State 3 — Groups and Projects Selected
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Result: Only work on the selected project(s) by the selected group(s). Works the same with multiple groups and multiple projects.
Optional: Daily “Hours Tracked” Email for Clients
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Configure on Settings → Users for the client account to receive the Daily Hours Tracked email report.
Should there be any inconsistencies or concerns regarding the article, contact support@timedoctor.com for prompt assistance.