Setting up new users

1. Hover your mouse over your name in the top right corner.

2. Click on Invite & Manage Users.

3. Click on New User.

4. Fill in all sections as seen and explained below. (any that aren't applicable can be left blank)

5. It is best to select to have the user send an activation email where they can choose their own password. Therefore, leave the password out in this case.

6. We recommend you select the option to have the activation email sent to the user. This will allow the new user to choose their own password. Therefore, leave the password out in this case.

7. Hit the "Save" button once you are done

8. Once a new user is created, they can customise their own personal settings.

See the screenshots below:

Details: 

• Default Billing Rate: Set the default billing rate the user is charged at when tracking billable time. The default billing rate categorises the time tracked by the user. E.g. For a designer, you may set a billing rate of a Junior at a rate of 250 per hour. This is then used to give accurate reports on time job profitability to ensure you are not over servicing clients. 
• Hourly user cost: This is the estimated, internal cost of this user per hour. You could take the monthly salary of the user and divide it by 20 working days and divide it again by 6 productive hours per day to get an hourly cost. Then add 20% markup onto that hourly rate to cover general office overheads like rents and desk. 
• Base capacity per day: Specify how many hours you want the user to log per day.
• Ideal capacity per day: Specify how many hours you want the user to log per day specifically on tasks/client type work
• Extra capacity per day: Specify how many extra hours you want the user to log per day
  *Note: Setting your capacities per user is recommended for accurate scheduling as well as capacity calculations on the team scheduler.

Notifications:

• Decide what notifications they receive and how often they receive it. Users will, by default, receive a digest summary via email of all activity that affects them within 5 minutes of the activity happening. This may be too regular and an hourly summary may be preferred. It is suggested to use the in-app notifications if you want to get notifications quickly.