How to add a new user

A new user can be added in More: Administration: Users or simply More: Users. Click on the "New user" button. You will land on the following screen.

Information

Fill in the boxes according to your needs.

Note: Checkbox "System group" refers to a user that is used for operations using REST API, such as importing tasks from an external system. The user is included in purchased licenses. The user appears only at the necessary locations, otherwise, its state is hidden.

Authentication

Here you can either fill in a password or generate,

 or you can make the person change the password with the next login. that looks like this:

Email notification

Set When the user should get notifications.  If you let the user, he can manage this part himself.

Preferences

Hours format can be selected in two ways, and it sets how the user sees the hours in the system.

Logging time by

Here you set how you want your user to log in time - as hours, range (from-to) or both.

Number alignment sets how the user will see the numbers aligned

Time zone

You can set a time zone for each user individually. If you leave this field empty, the time zone will be calculated from servers timezone.

Mail signature

you can set users email signature, or again if you let a permission for a user to edit his profile, he can edit this field by himself.

thanks to CK editor you can add various formatting and pictures.

The last thing you can do is to apply roles and permissions of another user. When "Apply roles and permissions from user" option is selected when creating a new user or editing an existing one, please note that this does not apply to roles and permissions acquired via group membership(s) but solely to the personal roles and permissions of the particular user. Group membership(s) and related group roles and permissions cannot be copied from one user to another.

In the drop-down list, you will choose the user you want to apply for roles and permissions from.

I, for example, choose the user Alena, who is consultant/support.

When you look to projects of this new user you can see that this user has been added to projects and assigned a role in each project, so you don´t have to do this manually.

Note: The following login screen only appears in demo versions. In full versions, you are always requested to enter username and password of your user account.

Corner situations

• When "Apply roles and permissions from user" option is selected when creating a new user or editing an existing one, please note that this does not apply to roles and permissions acquired via group membership(s) but solely to the personal roles and permissions of the particular user. Group membership(s) and related group roles and permissions cannot be copied from one user to another.
• Hours format setting on the user's profile does not apply to Timesheets as they always use the short format in order to avoid text overlapping with the long format.