Adding / Editing a User

When you add users, an email is sent to them with instructions on logging in to Celoxis.

To add 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 Add User. 
3. Click Add User link.
4. Type the required information in the Basic tab.
5. Enter the User's Cost 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.
    

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.