Page Comparison

When you add users, an email is sent to them with instructions on logging in to CeloxisOnly users with administrator privileges can add/edit other users.

To add a User:

1. On From the main menu, click Settings, and then click Company on Add and point to New User under User.
2. In the Users And Clients section, click User Accounts.
   OR
   On the main menu, point to People and then Add User. 
3. Click Add User link.
4. Type the required information in the Basic tab.
Enter the User'sCost rate and Bill rate (if your billing model is User based.). For details, click here.
5. Under the Security tab, select a role to be assigned to the user under appropriate department. Check the Administrator Privilege check-box if you want to give administrator privileges to the user
6. You can set the user's dashboard from the Dashboard tab.
7. Select the user's locale, notifications, etc from the Preferences tab.
8. Click Save. The new pop-up, select the Create Like User. By default the logged-in user's name is populated in the drop-down. 
   The following details of the user will be copied over to the new user:
   • Work Calendar
   • Keywords
   • Cost Rate
   • Bill Rate
   • Custom Fields data
   • Security: Workspace: Roles, Administrator privilege.
   • Dashboard reports
   • Preferences
   • Favorite reports of the user (Shared).
   You can make changes before saving the new user. 
9. Click Save. The new user is added.
    

To edit a User:

1. On From the main menu, click Settings, and then click Company.
2. In the Users And Clients section, click User Accounts.
   OR
   On the main menu, point to People and then click on User Accounts. 
3. In the Name column, click the user name that you want to edit.
4. Click Edit.
5. Edit  on View and point to People and click on Users.
6. Point to the user and from the actions menu, click on Edit.
7. In the new pop-up, edit the required information and click Save Save.