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Only users with administrator privileges can add/edit other users.

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  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.