You can change a user's settings by going to to the User Management section in the settings (Settings > User Management > Users) and clicking the users, the information or settings of whom you'd like to edit.

Learn:

  • How the main user can update a user profile
  • Change a user's password
  • Add internal hourly own cost for a user
  • Add memos and attachments to a user profile

Plans & Permissions:

Plans: Free CRM, Sales CRM, Project Management, ERP

Permissions: User Management

Table of Contents

  1. User type
  2. Profile information
  3. Change password
  4. Roles
  5. Employment details
  6. User's internal hourly cost
  7. Memos
  8. Attachments

1. User type

Selecting a user type for the user helps you categorise your own employees and freelancers. In this section, you can select the user type from two options:

  • User
  • Freelancer

2. Profile information

To the Profile information section, you can add the following user details:

  • Company
  • First name
  • Last name (Surname)
  • Email address
  • Phone number
  • Title
  • Bank account number
  • User's position in the company
  • User's supervisor
  • User's ID number in your company's financial management software

3. Change password

Your company's Taimer admin can change a user's password from the user profile settings. The user's own password is not needed for changing the password, and only typing the new password to two fields is required.

4. Roles

In the Roles section, you can add permission groups and teams to a user, which will determine what permissions the user will have in Taimer.

5. Employment details

In the employment information section, details about the user's contract are filled in, including employment start and end date, hour balance start date, work day length and user price per hour.

6. User's internal hourly cost

An employee's personal internal price for own work. Every time a user logs in hours results in an expense (logged hours x internal hourly own cost). This enables the tracking and management of the project margin and the profitability of a project.

7. Memos

Memos can be added to a user card in the Memo tab. To create a memo, click Add New. When the memo is done, click Save.

8. Attachments

You can add attachment files to a user card as well. To add a file as an attachment, click the Choose a file section on the right-hand side and you'll get to choose the file you'd like to attach. When a user opens the Attachments tab, they'll see the name of the file, name of the sender, and the size of the file.

Other related articles

How to Configure Special Permissions

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