Step 1.
Head to Users under global settings. Then click new user.
Step 2.
The Create user screen allows you to specify the users details.
Users can be assigned a Login ID and Password, but TidyBuild also offers the convenience of using an existing third-party account, such as a WindowsLive ID, Google account, or even a Facebook account.
Fill in the Login details and Personal details sections
Step 3.
Select the roles you want to assign to each user. They can have multiple.
Step 4.
Click the Save button. You will be able to view the user in the Users screen. To change the information later click the editicon.
Step 5.
To set the employment contract for this user click the Employment contract tab. Enter the time sheet details and rate for this user.
If you have connected to a 3rd party payroll app, then you can enter the Employee code and Department code to map the employee to the connected system.
Click Save.
Step 6.
In the Invoicing information tab, you can add and set the default charge out rates for users to be displayed.
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