Managing Users

In this article:

• Adding a New User
• Resetting the Password using the Forgot Your Password link
• Resetting a User Password as an Admin
• Turning off 2FA in Admin

This article will cover how to add, edit and disable a user. A timekeeper must be added as a user regardless of if the will login to the system or not.

Adding a New User

1. Go to Admin > Users > Users.
2. Click the Add button, which you'll find at the bottom left of your screen.
3. The "New User Setup" screen will open.
   NOTE:  When adding your new user, you may come across a licensing pop if you have more users than the licenses, the system will not prevent you from adding the user, but you may need to add on additional licenses depending on usage. Click Yes to continue. 
4. Enter the user's basic details. Fields with red lines are required, the two essential fields are Display Initials and Email/Logon. If the user needs full control over the system check the Administrator box.
5. Click Next.
6. Enter a password that meets the system's requirements.
7. Review the password settings:
   • Force password change on next logon: Check this if you want the user to set their own password when they first log in.
   • Password Never Expires: Check this if the user should never be asked to change their password.
   • Disable ‘Keep me logged in': Turn this on if the user should always enter their username and password to log in.
   • Disable User: Check this to temporarily stop the user from accessing the system. You can uncheck it later to let them back in.
8. Click Next.
9. Toggle on Records Time if the user will be tracking their work hours.
10. Toggle On Partner if the user is a partner in your firm. This option won't appear for corporate firms.
11. Review the GL Account Extension, it will automatically fill with the user's initials. Only change this if the user is a partner and you need to link it to specific GL Accounts.
12. (Optional) Set Goals for users who record time. 
13. (Optional) Set Default Accounts.
14. Click Next.
15. Add any relevant association, membership, or tax numbers for the user.
16. Click Save to finish setting up the new user.

Resetting the Password using the Forgot Your Password link

1. From the login screen, click on the Forgot Your Password? link.
2. Enter the Username and click the Next button.
3. Click the Send Email button.
4. Copy the code from the email to the system 
5. Click the Validate button.
6. Click the Personal Validation Question button and enter the answer.
7. Enter a new password and click the Continue button then login using the new password.

Resetting a User Password as an Admin

1. Go to Admin > Users > Users.
2. Click on the pencil for user that requires a password reset.
3. Go to Security sub-menu.
4. Set the temporary password and toggle on Force password change on next logon.
5. Click Save and have the user login using the temporary password and change it to their own password.

Turning off 2FA in Admin

1. Go to Admin > Users > Security.
2. Scroll down to the bottom to find Force all connecting users to use two-factor authentication and turn it off.