This article helps you to add employees into Abtrac and set up Logins and passwords for them.
Adding a new employee
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. You can also set up to send timesheet reminder email for the individual employee here by ticking/unticking the box for ‘Send Timesheet Reminder Email?’
See here for setting up timesheet reminder emails for all users from Administration >> Settings >> System Settings >> Employees.
Save the record, clicking on the ‘Update’ 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
Go to Administration >> Employees >> Login Management.
Once an 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.
Login User Groups: Access Settings and Permissions
Each unique login must be assigned to a ‘User Group’.
User Group Management is where you create permission settings for all users logging in to Abtrac. It’s accessible from Administration > Employees > User Group Management.
The levels of access for your subscription are completely customisable. Users can have full access, read only, or no access. You can limit by office and projects, and hide financial/rate details. There are permission settings for all screens and menus in the system, including all reports and widgets.
Read more about User Groups here
User Email Address and Password
The email addresses used to login to Abtrac must also be unique, this email address is used for password resets and multifactor login authentication.
We recommend when choosing an initial password that you follow current best practice.
Default Timesheet View
You can preset a default timesheet view for employees, this can be reset by the user from My Settings
Checking login settings, and notifying users
When all the fields have been filled you can 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.
You will need to manually email the user and inform them our their new login credentials.
Video: Adding Employees and Logins
Abtrac KB# 2115