Create/invite a user
In the main menu bar, click the Gear icon:
On the left-hand side menu, select User Management and Users:
To add new users, click on Invite new users and complete the following three steps:
Step 1 - User information
Field | Description |
Enter the email address of the user you want to add. This person will receive an invitation to activate their account. | |
Required to book hours | This field has dual function: Switch this on if this user needs to log their hours each week. This will then:
If you want PSOhub to calculate the % of utilization of a resource, you will also want this feature to be switched on. This will then:
|
Working hours | This is the number of contractual hours per week. It will be leveraged in the:
|
Utilization percentage | Define the target of "productive/billable" time of a user. PSOhub will calculate the % of utilization of a user based on time booked towards external projects (it will exclude internal projects, vacation time and absence.) divided by the number of hours per week of the employee. |
Available for task capacity and workload | Switch this on if you want this user to be available for task assignment and have an overview of the Task Capacity to assign users to open tasks and the task planning in the Capacity Overview. |
Once you are done with completing this fields, click Next at the bottom right of the pop-up window.
Step 2 - User access level & roles
Field | Description |
Access level | This relates to the access you want to assign this new user (note, that at the bottom of the User management page, you will see an explanation for each access level). |
Project roles | This is where you will define which role(s) this new user will have within your projects.
Note: You can add multiple roles to a user and that one person can also have multiple roles within the same project. |
Select default role | Define the default role for the user. By doing so, this role will be used when this user is automatically added to a project.
Once you are done with completing these fields, click Next at the bottom-right corner of the pop-up window. |
Business Unit | Select the business unit that your user belongs to. |
Tags | Select or create keywords to define this user and to use in searches/filters. For example, skillsets, location, responsibilities, etc. |
Step 3 - Assign to projects with default role
You can assign this user to an existing project or multiple existing projects with their default role.
Once you have completed all these fields, click Invite if you are sending the invite to a single user, or click Invite & add new to send the invite and immediately start an invite for another user.
Note: Until this new user activates their account you will find them in the Pending invite view and you won't be able to add them to a project as a team member.
Once your new user activates his/her account, PSOhub will automatically assign to him/her the default settings related to the Days of holiday defined in the General information page. The Start date timesheet registration is automatically set when the user accepts the invite. You will also be able to refine further the capacity of this resource (e.g. 3-day week) via the Capacity tab.
Next step
If you are in the process of setting up your organization in PSOhub, your next step will be to define/create your contract templates.