Help | Onboarding

Invite new users

To invite a new user you need to access Settings (cogwheel icon) > Users from header menu. You will complete all user relevant information in a simple wizard.

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The new user will receive a message with instructions to register into the application.

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The new user will complete the registration form and after that will be able to access the account.

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Users roles

To configure the application permissions/ roles you need to access Settings (cogwheel icon) > Invitations > Invite user or Settings > Users > Edit user for the existing ones.

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The available roles are:

  • Admin **Full access. The only user that can manage users, security and application billing.

  • Employee* Access in Timesheet section to activities & vacantions. For managerial positions access to team activities & vacantions.

  • Project Manager**Access in Project section to all projects, Profit & Loss, Cash Flow, and Revenues & Expenses section to all entries.

  • Human Resoruces**Access in Organization section for all employees information.

  • Accountant**Access in Revenues & Expenses section to all entries.

* The standard role for an employee is “Employee”. This role is implicit and the user has access to his own Timesheet. If the employee is a manager and has subordinates he will be able to see its own team activities in Timesheet.

** Sensitive information (financial data or employees salaries/ rate cards).

Enroll users as employees

To enroll users as employees you need to access Human resources > Organization > Pending employees.

For an employee you can complete some relevant information like:

  • Hire date;

  • End date;

  • Employee type;

  • Entity;

  • Employee position (if there is no position available, a new position can be created);

  • Team (is there is no team available, a new team can be created);

  • Daily working hours;

  • Annual vacations;

  • Sallary or a rate card.