Human Resources
Create human resources, enter their details and define their general roles and permissions within the system.
From navigation menu go to: Resource > Human resources
Click on New human resource
Enter resource details in the available fields: Email, name, location, phone, type, rates and skills
On the right hand fields: select whether the user is an Admin and whether to Allow user to create projects
Select which, if any, of the Optional apps the user has access to : Expense, Resource and/or Portfolio
Select whether Timesheet submission is required or not for the user
Click Save to save your changes
Related Articles
Resources
Create human resources, enter their details and define their general roles and permissions within the system. From navigation menu go to: Settings > Human resources Click on New human resource Enter resource details in the available fields: Email, ...Create Users
Add and define a new user (human resource) in your workspace. From navigation menu go to: Resource > Human resources Click on New human resource Enter the user information requested Define permissions, access and timesheet submission requirementCreate and Define
Create and define new human resources in your organisation. From navigation menu go to: Resource > Human resources Click on New human resource + to create a new human resource Enter Email, First/Last name, select a Location, add a Mobile phone, ...Material Resources
Create and define new material resources in your organisation. From navigation menu go to: Resource > Material resources Click on New material resource + to create a new generic resource Enter a Name, select a Location, select a Responsible and ...Generic Resources
Create and define new generic resources in your organisation. From navigation menu go to: Resource > Generic resources Click on New generic resource + to create a new generic resource Enter a Name, select a Resource Type and assign Cost/Billable ...