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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 user is added.
    

To edit a User:

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 click on User Accounts. 
3. In the Name column, click the user name that you want to edit.
4. Click Edit.
5. Edit the required information and click Save.  
    

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1. 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 reports i.e reports which are not private).
   You can make changes before saving the new user. 
2. Click Save. The new user is added.
    

To edit a single User:

1. From the main menu, click on View and click on Users.
2. Point to the user and from the actions menu ☰  click on Edit.
3. In the new pop-up, edit the required information and click Save.  The changes are saved.
    

To edit users in bulk:

1. From the main menu, click on View and click on Users.
2. Select the users whose below attributes you wish to edit and click on Edit from the ☰ option.
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   The following attributes can be modified. You need to select the checkbox besides the option to set the new value. You can check multiple options at one time.
   
   1. Administrator Privilege: You can mark the selected users can Admin users or not with this option.
   2. Change Roles: Assign the Workspace :: Role to the selected user. The earlier assignments are removed.
   3. Dashboard like: The dashboard of the selected users can be set with this option. You need to pick the user whose dashboard will be copied.
   4. Manager: Select the Reporting Manager of the selected users.
   5. Primary Job Role: Select the Job role for the selected users.
   6. Work Calendar: Change the Work Calendar of the selected users.. The existing active task will be rescheduled to reflect this change.
   7. Cost Rate ($/Hour): Specify a cost rate to the selected users. 
   8. Bill Rate ($/Hour): Specify a bill rate to the selected users. 
   9. Custom Fields: All custom Fields attached to a User are available. 
3. Click on Save. The changes are applied to the selected users.