Adding Users
71
Once you have configured the above items, you can add users.
Adding Users
To provide an employee or other person access to Web TimeSheet, you must add them as a user.
Supervisors should be created before adding other users. Begin with the highest position and work your way
down through each level of your hierarchical structure. Creating the higher positions first will allow you to
immediately assign the appropriate supervisor to each subordinate user.
Users can be added at:
Administration > Users/Departments > Users
If you have many users to add, you can add them en masse as explained in Adding Multiple Users at Once
on page 74.
Standard versus External Users
The Project & Billing Edition includes two types of users: Users and External Users. Standard users and
external users are added and edited under different tabs in the List Users page.
Typically, a user is created as a standard user if they are an employee of the company and, depending on
their assigned permissions, may be required to enter time and expenses, manage projects, or run reports.
External users are typically external to the organization and, as a result, are much more limited in their ac-
cess. External users are often created for those users who are required to approve time information and re-
view report data on behalf of a client.
Standard and external users each have their own user name, password, and profile but external users do
not have as many additional options as standard users. For example, supervisors, timesheet periods, and
activities are not set for external users.
Unless a distinction is required, the term User is used for both standard and external users.
Setting User Options
In the section at the top of the Add User page, you must specify the user’s:
1. First and last name
2. E-mail addresses (specify the external address if the user will be using offline timesheets or expense
sheets)
Holiday Calendars
Both
You are using the system to track
time off, or you want holidays to
show up in timesheets
51
Currencies
Both
Hourly pay, cost, billing rates, or ex-
penses will be entered in multiple
currencies
52
System Preferences
Both
You want to use Windows NT, Ac-
tive Directory, or SAML authentica-
tion
53
Permissions
Both
Always required
55
Item to Configure
Edition
Required if...
Page
