Add, edit and organize Users

1. Add Users

1.1. Adding a User automatically

1.2. Adding User manually

2. Edit Users

2.1. Properties

2.2. Determine the working time model and initialize the Time Account

2.3. Assign Tasks

2.4. Assign Cars

2.5. Assign Organizations

2.6. Define User Rights

1. Add Users

To create a user, you must first invite them. With the "Invite team" option you can invite one or more users at the same time, the user account will be created automatically. With the option "Add user" you create a user manually. You have several choices for the password assignment or you can create a QR code.

1.1. Create user automatically

To invite one or more users to timr by email and create them automatically, select "Invite Team".

You can now enter their email addresses.

The user is automatically created in timr with the entered e-mail address, which is also his login. He receives an email invitation with the timr URL and can set his own password when logging in.

1.2. Adding a User manually

To add a new user manually open the tab "Administration/Users". Click on "Add User" on the top right.

For the "Login" you define under which name this user (employee) can log in. After that you define the "Name" and the "Email address".

You can choose from 3 options:

1.2.1. Invite via e-mail
1.2.2. Assign password manually
1.2.3. Terminal QR Code

1.2.1 Invite via e-mail

With this option, the employee receives an invitation via e-mail and sets the password himself during login.

Note: Each email address can be used only 1 time. If an address has already been used for an account that has been deactivated, for example, the e-mail address must be deleted from this deactivated account so that it can be used again.

In the next step you define the login and the name. The default login is the e-mail address. However, you can change the login as you wish.

Before you send the invitation, you can still assign permissions.

With the option "Assign password manually" you set the password for the user as administrator. No e-mail will be sent to the user.

1.2.2. assign password manually

With the option "Assign password manually" you set the password for the user as administrator. No e-mail will be sent to the user.

1.2.3 Terminal QR Code

With the "Terminal QR Code" option, no login or password is assigned for the user. This is especially useful where employees simply log in/out via terminal, but otherwise should not have direct timr access.

1.2.3.1 Employee has an e-mail address

If the user has an e-mail address, he receives the QR code via e-mail and can print and save the QR code himself.

1.2.3.2. employee does not have an e-mail address

In this case, the QR code will be automatically displayed at the end of the "Add user" dialog after saving. You can print and save the QR code for the employee.

2. Edit User

You can edit a user at any time.

2.1 Properties

Under "Properties", administrators can change the login or the e-mail address, edit the entry date and add hourly rates (from Plus Plan). An exit date deactivates the user account at the specified time (see point 3).

IMPORTANT: Always save all changes!

2.2. Determine the working time model and initialize the Time Account

In "Working time" you can change the work schedule model, change the annual vacation entitlement, or define an overtime allowance.

Note: You can only edit data if the user's time account has already been initialized. How to initialize the Time Account you will find in detail here.

2.3. Assign Tasks

In the user properties you can assign tasks to the user. Just click on "Assign Tasks". A small box opens and shows you your whole task structure. Choose now the tasks you want to assign to this user. You can choose for example a client with projects and tasks but also a single project or a single task. You see immediately all assigned tasks in the background and if necessary you can remove them there by clicking on the X symbol on the left side right next to the task.

Note: If employees should only be allowed to see the projects assigned to them, deactivate the "Show all tasks" selection in Administration/Settings/Project time. Only if the selection is enabled, the note "Currently all users are able to record on all tasks. " is visible. See the Advanced Configuration Project Time article for more information.

2.4. Assign Cars

In the user properties you can assign cars to each user. Just click on "Assign Cars". A small box opens and shows you all cars in your fleet.

2.5. Assign Organizations (Enterprise Plan)

In the user properties you can assign each user to an organization. This user will be a member of the selected organization. Just click on "Assign Organizations".

2.6. Define User Rights

If you define that the user is no administrator, you can even assign him the right to create tasks. This feature allows you to assign different rights to your single users. For example, you want your employee Thomas Amstrong to create tasks, because he is a sales agent, but he shouldn't be able to define administration settings.

You'll find more details in the documentation about timr user rights.

Further details can be found in the timr Team Leader Permissions and Project Manager Permissions.

2.7. Email Settings

You find all details about the Email Settings here.

3. Disable Users

If an employee leaves your company you can disable him/her in timr. You can still create reports and analysis for this user, but the user isn't able anymore to track times. To disable an user just click on the blue icon on the left side of the user and choose "Disable User".

You can disable a user also manually. Just insert a date in the field "Resigned" in the user properties dialogue.

3.1. Filter for active/inactive Users

The default setting for the filter "Status" is "Active", that means timr shows you only the active users. If you filter for "Status" "All", you will see all active users and also all inactive users or you can filter just for inactive users.

4. Enable Users

It is possible to enable disabled users again.

In order to do so go to "Administration/Users" and filter for the status "Resigned". In the list of users below click now on the edit symbol of the user concerned and choose "Enable User".

5. Delete Users

Delete users only if they are e.g. test users. Check whether it is not better to deactivate a user (see point 3) in order to comply with possible retention periods.

To delete a user, select the blue edit icon in the "Administration/User" menu and click on "Delete user".

If there are no time entries yet, you can confirm the deletion in the following window by typing "DELETE".

If there are time entries for the user, timr will notify you.

ATTENTION: All time entries will be irrevocably deleted. You cannot undo the deletion.

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