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Add, edit and organize Users

Gundi Leitner
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Contents

1. Add Users

1.1. Adding a User manually

1.2. Invite a User

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

1.4. Assign Tasks

1.5. Assign Cars

1.6. Assign Organizations

1.7. Define User Rights

1.8. Email Settings

2. Disable Users

 

1. Add Users

You have two possibilities for adding a user in timr: You can add a user manually or you can send a user invitation. 

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1.1. Adding a User manually

To add a new user please open the tab "Users" in the "Administration". Click on "Add User" on the top right and the user properties dialog appears.

As Login you can specify with which name this user can "Login". Enter now his "Name" and a corresponding "Email address".

There are two ways to set the user password:

a) Setting the password as an Administrator

You can set the password as an administrator by choosing “Set Password”.

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b) Sending an Invitation
 
You can send the user an invitation. The user then can choose the password himself from the beginning. For this go to “Invite User” and “Send Invitation”.
 
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c) Changing the Password
 
In order to change the password as an administrator at a later time go to “Administration/User” and to the wheel symbol next to the user. Here you have the option “Change Password”.
 
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The user can change the password later on anytime in his settings.
 
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1.2. Invite a User

 
To add a user in timr you have the option to send this user an invitation. Just go to “Administration/User” and there to “Invite Users”.
 
user_invitation.png
 
Now you enter the e-mail address(es) and click on “Send invitations”.
 
The user will now automatically be added in timr with his/her e-mail address and a Login.
 
 
 

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

 
In the tab "Working Time" you choose the Work schedule model and the unit of the vacation account. You enter the vacation per year and the date of the yearly vacation start as well.

In the next step you initialize the Time Account. You’ll find a detailed manual here.
 

1.4. 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.

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1.5. 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. Choose now the cars you want to assign to this user. You see immediately all assigned cars 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 car.

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1.6. Assign Organizations

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". A small box opens and you can choose one, more or all of your organizations. You see immediately all assigned organizations 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 organization.

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1.7. 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. 

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1.8. Email Settings

You find all details about the Email Settings here.

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2. 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 small blue wheel on the left side of the user and choose "Disable User".

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

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2.1. Filter for active/inactive Users

The default setting for the filter "Status" is "Active", that means timr shows you only the active users.

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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.

 

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