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.
- 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
- User type
- Profile information
- Change password
- Employment details
- User's internal hourly cost
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:
2. Profile information
To the Profile information section, you can add the following user details:
- First name
- Last name (Surname)
- Email address
- Phone number
- 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.
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.
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.
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.