How to Configure Prospect-Based Time Review

This article will guide you through setting up a user as a time reviewer for one or more prospects in Landboss.

To set a user as a time reviewer for a prospect, go to the Time Review tab for the prospect and select the user, or users, that will be responsible for reviewing time entries made for that prospect.

A Time Reviewer must have access to a time entry's prospect or they will not be added as a time reviewer for those entries.

Step-By-Step Instructions

1. Click on Admin in the Main Menu

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2. Click on Prospects

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3. Find the Prospect and click its row in the grid

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4. Click the Time Review tab

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5. Select the user or users that will be responsible for reviewing time made for the prospect

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6. Click the Save button

Related Articles

About Time Review

How to Configure User-Based Time Review

Reviewing Time Entries

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