Resources

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, 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



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