This article helps you to add employees into Abtrac and set up Logins and passwords for them. You can also watch an ‘Abtrac Quick Tutorial:- Adding Employees and a Login’ in the Abtrac YouTube channel here.
ADDING A NEW EMPLOYEE AND SETTING THEM UP WITH A PASSWORD
Administration >> Employees >> Employee Details
Click on the ‘+’ (add) button to add a new employee.
This page below will open.
Enter data into the mandatory fields (with red asterisks beside them) and any other fields as required. Make sure you enter the default charge rate for the employee.
Save the record, clicking on the ‘Save’ button as indicated.
Adding new employees will change the number of licences in your subscription. As such, when you save the record, you will be redirected to another page and Abtrac will prompt you regarding licensing.
Confirm this after reading through and acknowledging the extra licensing required.
Setting up the Employee to Log into Abtrac
Administrator >> Employees >> Login Management.
Once the employee is added, they will need their own unique credentials to log into Abtrac.
As before, clicking on the ‘+’ sign will open a screen to add the new record.
Every field is mandatory. Choose the employee name from the drop down selector.
Enter their email address and assign them to a ‘User Group’.
Choose their default timesheet view and of course create a password for them.
Save the record by clicking on the ‘Save’ button at the top right of the above screenshot. Now you have successfully added a new employee into Abtrac.
We recommend that you log out and test if the new user can successfully log into Abtrac as expected.
Abtrac KB# 2115