To add new users go to Settings > User management and click Add user. Start by entering basic information and work contract related information for the user.
If you get a warning that the email you have entered already exists, you cannot add the user as new but you need to activate the existing user.
- Email: This is the email address used for login
- First name and last name
- Language
- Supervisor
- Permission profile: Note you cannot set a higher permission profile than you have enabled.
- Business unit: Select a business unit the user belongs to.
- Job title
- Contract start date: This is the date from which the user should start entering their work hours
- Cost per hour
- Daily hours: Set the amount of expected hours per day in decimals. For example 7h 30min as 7,5 or 7h 15min as 7,25. When using flextime, this is the expected amount of hours per day.
- Overtime allowed: This allows the user to enter hours using overtime classifications.
- Use daily flextime limit: Use this to limit the user's daily hours (only when using flextime).
- No flextime: Select this if the user cannot accumulate flextime. When enabled, flextime is hidden from My Profile and Time & Expenses views.
- Default work type: This work type is used as the default for projects unless exceptions are defined for projects or phases.
- Weekly work days: Use the default setting if the user works a full work week inherited from company settings. Define exception settings when the user works a part-time work week.
After filling in all the mandatory information, choose if you want to send the user a welcome message with instructions to login and Save.
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