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Rashmi Likhite

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  1. From the main menu, click on Add and point to New User under User.
  2. In the new pop-up, select the Create Like User. By default the 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. 
  3. Click Save. The new user is added.
     
Info
  • When you add users, an email is sent to them with instructions on logging in to Celoxis.You can set the user's profile picture in Celoxis by using the Gravatar. To automatically reference your gravatar photo in Celoxis, you need to create a free profile at https://en.gravatar.com/


To edit a User:

  1. From the main menu, click on View and point to People 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.  
Tip

You can add Generic resources in Celoxis. They are unlimited and free. All When creating Virtual users, all you need to do is createan userwithout create a user without Login and Password.