A user may be added in your account under Administration => Users > Add a User. Make sure you provide an e-mail address for your user. Specify his/her account level rights (in the “Access Rights” section of the page). When you’re done setting up your user, you might want to check the “Send connection information […]
Account Administrators have access to a restricted area of the interface accessible through the Administration button located near the top right-hand corner of the screen (the button is only visible to Administrators). In this area, administrators may configure their account. Namely, they can… Add/edit/delete Users, User Groups, Expense Types, Project Types, Project Priorities, Project Statuses […]
I did not grant the Can see expense data no matter what right to a user. That user can see expense data on a project nonetheless. Why is this?
The “Can see expense data no matter what” right allows the user to see expense information across all assigned projects regardless of the project level rights granted to the user. If a user is granted “Expense approval” rights on a project, this also gives the user the ability to see expense data and run expense […]
Yes. In the user profile (accessible through Administration => Users > Users), you will need to provide your user with a “Normal” access level so that he/she will only have access to assigned projects. Then, when assigning your user to a project, proceed as follows: If you want to prevent your user from accessing unassigned tasks […]
User level rights are specified in the user profile, accessible through Administration => Users > Users. The first decision you must make is whether you want to set up a user as an Administrator or as a Normal user. If you setup a user as an Administrator, he/she will have access to all information across the […]
The “Typical Work Day” is the number of hours the user spends working on a normal day. If, on any given day, the total number of task estimated hours allocated to the user is above the Typical Work Day number specified in the user profile, the User Workload Report (available under Home => More > […]
Yes. The number of e-mail addresses you can specify in the Email field in a user’s profile page is limited only by the total number of characters that this field may contain. E-mail addresses must be separated by a semicolon (“;”).
Deleting all a user’s items is a prerequisite to deleting the user from the database altogether. However, when you delete user items, that has an impact on historical data and statistics (for instance, you might need to delete the user’s time sheet items which will have an impact on Actual Hours values both at the […]
The fastest way to assign a user to multiple tasks on a project is through the Edit Project Page. Here is the process: Navigate to the Edit Project page of the project in question (or from the Assignments section within the Edit Project page). If you need to assign the user to the associated project […]
Yes, it is possible to un-assign a user from several projects, in a single step. This may be done as follows: Open the user’s profile page (accessible through Administration => Users > Users ). Near the top of the main frame, click on the “Assigned Projects” tab. In the subsequent page, check the projects to un-assign. Click […]