Create a new user

On the menu bar, click the Gear icon.

And on the left hand side menu, go to User Management.

To add new users, simply click on Invite new users and complete the following fields: 

Email:

Enter the email address of the user you want to add. This person will receive an invitation to activate his/her account. 

Access level:

This relates to the access you want to give this new user (note that at the bottom of the same screen you will find the access of each level). 

Role(s):

This is where you will define what role(s) this new user will have within your projects. Note that you can add multiple roles to a user and that one person can also have multiple roles within the same project. Also note that you can type the first letter of a role to restrict the list of roles to choose from. 

External:

You can identify this user as an external resource and report on hours spent by this external resource. 

Hours per week:

This is the number of hours per week that this user should be working. It will be leveraged in the Timesheet of the employee as well as in the Personal Dashboard. 


Once you have completed all these fields, click Send Invite(s).

Note that until this new user activates his/her account you will find him/her in the tab Pending invite and won't be able to add him/her 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 defined in the Organization info.

More specifically it will:

  • Set the Timesheet required option to Yes.
    This will generate an activity in the personal dashboard of the user to complete his/her timesheet (based on the field Hours per week) for any week that is not completed "on time" (i.e. once the week is completed).

  • The activity will show up with a deep link to the week where hours are missing.

  • Define the Days of Holiday with the default value of the Organization info.

  • Define the Utilization % with the default value of the Organization info.

You can change these settings if you want to. Once you are done, hit Save.

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.


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