Step 1.

Head to Users under global settings. Then click new user.

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Step 2.

The Create user screen allows you to specify the users details.

Assign users a Login ID and Password.

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Step 3.

Select the roles you want to assign to each user. They can have multiple.

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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 edit icon.

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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.

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Step 6.

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.

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Step 7.

In the Invoicing information tab, you can add and set the default charge out rates for users to be displayed.

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Step 8.

To enable you to add an external charge rate to user, click New user rate. Click the circle to set the charge out rate as the default.

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Step 9.

Adding a new user rate in the external charge rate screen will create a rate that can be applied to the user selected only. If you want to manage the Global Charge rates, go to charge rates under Global settings.