Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. On 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 Add User
  3. Click Add User link.
  4. Type the required information in the Basic tab.
  5. Enter the User'sCost rate and Bill rate (if your billing model is User based.). For details, click here.
  6. 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
  7. You can set the user's dashboard from the Dashboard tab.
  8. Select the user's locale, notifications, etc from the Preferences tab.
  9. Click Save. The user is added.
     
Info
  • The Bill rate columns are visible only when your Billing Model is User-based.The Cost/Bill rate (Overtime) column is visible only when Allow overtime rates policy is enabled. 
  • You can set the user's profile picture from Facebook or Twitter.

...