So, you are the account Owner/Admin of the account. See below how to set primaERP Attendance so your team can work with it.
This article is divided into 5 parts:
- How to access the Attendance module
- How to invite new users
- User Roles
- How to create new activities
- How to follow up on your team member’s time record
Notice that primaERP Attendance offers you a default set of activities which might be enough for your team to do a comprehensive daily record of their doings. So, you do not need to do anything other that inviting your crew to join you.
1 – How to access the Attendance module:
A) Click on the icon located on the upper left side of your screen
B) Pick Attendance in the menu
2 – How to invite new users:
A) Take the cursor of your mouse to the settings icon, on the top right side of the screen and pick “Users” in the sub-menu
B) Click on the green “Invite new user” button on the upper right side of the screen
C) Fill in the data in the window and invite users by e-mail
3 – User Roles
There are three kinds of role for users in primaERP Attendance:
User – has basic rights in Attendance. Can clock in & out and see, print & email his own timesheet.
Advanced user – has advanced rights in Attendance. Can clock in & out, create and edit his time entries as well as see, print, email and edit his timesheet.
Administrator – has full control over Attendance. Can see and edit time entries of all users, as well as print and/or email his and the users' timesheets.
You can define the role for a user at the moment you send the invitation, picking the desired role in the window (as shown in the image under item “C”, above) or any time in the “Users” section in the account settings. To define a role, take the cursor of your mouse to the account settings icon, on the top right side of the screen and pick “Users” in the sub-menu:
Once inside the Users section, click on the user for which you want the role to be assigned, pick “Assigned roles” on the left side of the screen and check the boxes corresponding to the roles you want to assign.
4 – How to create new activities:
A) Take the cursor of your mouse to the account settings icon, on the top right side of the screen and pick “Attendance settings” in the sub-menu
B) In the new page, click on “Activities”, on the left side
C) Click on the green “+Activity” button on the upper right side of the screen
D) Fill in the details in the activity creation window and then click on “submit”
primaERP offer a series of time tracking and billing possibilities which we encourage you to explore, in case you have not yet. Nevertheless, in order to get you and your team going with primaERP Attendance, focus on the following:
· Name: enter the name of the activity
· Type: determine whether the activity a type of work or a type of pause
· Icon: pick an icon to illustrate it
NOTE: Check the boxes in the Attendance settings section in order to determine which activities will be offered to your colleagues:
5 – How to follow up on your team member’s time record:
A) Click on “TIMESHEET” on the top of the screen
B) Pick the user of which you want to see the data and hit “Apply”
C) You will see that user’s working time details
That’s it. Your team is good to go. :-)