|
To add a new user, input the following:
- First Name
- Last Name
- User Status
- Employee Number: If used by the company.
- Title
- Access Level
- Office
- Manager: If the user is a Manager they will appear in the Manager field when creating a project.
- Department
- Job Function
- Default Rate: The rate associated with a specific user. Can be used to calculate expenses based on timesheet entries.
- User Cost Rate: The billing rate associated with a specific user. Can be used to calculate internal expenses or billing costs based on timesheet entries. These costs are displayed on the Time Usage Report.
- Default Work Type: Helps data entry in timesheets, and can be used to calculate expenses based on timesheet entries.
- Use Timesheets: Determine whether or not this user will have access to the timesheet system.
- Skills
- Start Page: Choose from a number of pages within the system to which the user can be redirected immediately upon login.
- Work Hours: Determines a user's available/workable time (used for resource allocation/availability calculations)
- Timezone: The selected time zone will be used to apply a region-specific time stamp given to items such as documents and issues.
- Username
- Password
- Confirm Password
- Primary Email Address
- Secondary Email Address
- Default Email: Determines where to send email notifications.
- Home Address
- Work Phone
- Fax
- Home Phone
- Mobile
- Pager
- URL
- Notes
When finished, click either the Add User button (to be redirected to the View User page) or the Add User/Add More button (which will provide a blank form to another one).
|