Only users with administrator privileges can add/edit other users.
To add a User:
- From the main menu, click on Add and point to New User under User.
- 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).
- Click Save. The new user is added.
- 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:
- From the main menu, click on View and point to People and click on Users.
- Point to the user and from the actions menu, click on Edit.
- In the new pop-up, edit the required information and click Save.
You can add Generic resources in Celoxis. They are unlimited and free. All you need to do is createan userwithout Login and Password.