Adding / Editing a User

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

To add a User:

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 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.
    

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.