Configuring Users Overview

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In Complete Time Tracking Professional, an administrator or authorized user must create a user login account for each user. A new user is assigned a user name and password. These are used to log in to Complete Time Tracking Professional. To configure users select the Users and Security option from the Tools menu or select the users button on the toolbar. Each user can optionally be assigned a charge hourly rate and a cost hourly rate. These track billable amounts when using staff based charging and help track labor costs.

 

Note: Only Users who have security access to View Users will be able to access the User Configuration window.

 

The User Configuration window looks like this:

 

screen-user-configuration-lg

 

The User Selection area to the left of the window contains a list of configured users.

 

The Security Actions area to the right of the window contains a list of security access settings showing which are activated for the selected user.

 

User Details

 

Each user is assigned the following details.

 

Name

The person's full (descriptive) name. This is not case sensitive. Required.

 

User Name

Login name - this must be unique within the time tracking database. Required.

 

Password

The password that the user must enter when logging in. This is case sensitive. Required.

 

Cost Rate

An optional hourly rate that determines the labor cost of the user.

 

Charge Rate

An optional hourly charge rate used to track billable amounts or to see income. The amount earned is displayed for the current time entry in the main time tracking window, when editing time entries and in reports. The source of the charge hourly rate can be the category or the user depending on the Charge Rate Source system setting.

 

User is Active

Only active users are permitted to log in. Setting a user to inactive rather than deleting the user will prevent them from logging in and retain their time entries for reporting.

 

Notes

Optional notes for the user, such as their position in the company, location or contact details.

 

Tags

Users can have user defined tags as a kind of categorization or grouping. Enter these as comma separated values or click the tag selection button to select from previously used user tags.

 

Custom Fields

Two customizable data fields are provided to allow you to record specific information applicable to users in your organization for future reference. The Notes field should be used for general information. The name of the custom fields can be customized in the System Options.

 

External Reference

An external reference data field is provided to assist integration with other systems when using direct database access by proving a method to match users in Complete Time Tracking with users in the external system. Enter the external systems unique identifier for the user.

 

 

See also:

Adding Users

Deleting and Deactivating Users

Modifying User Details and Passwords

Security Actions