Onboarding a user to use Timekeeping

Prerequisite

On-boarding a User needs to be done by a "Insol 6 SAAS Administrator" role. Users need to be added to the product license so they may enter time.

Add a product licence

A product licence gives a user the right to login and access features within the SaaS application. To add a licence and on-boarding a user:

1. Navigate to the Maintenance > Users
   
   
2. Select "Available users" from the user filter
   
   
   
   
3. Expand the User
4. Click Add to Practice
   
   
   
   1. If the user is not already registered the user will receive an email link with their registration.
   2. Clicking on this link will allow the user to logon to their database
   3. The user will need to change their password after clicking the registration link (the first time they logon)
      
      
5. Account activation
   
   If the user has already been sent a verification email, an activation link will popup for the administrator. The link may be re-sent to the user as an activation link.
   
   
   
   
6. Select roles (Give users product licenses)
   
   Select which roles you want to add for the user.
   
   In this case we are selecting "Timekeeping User".
   
   
   
   Once the user registers the user is now on-boarded and may login.

Explanation of roles

Role	Description
Insol6 SaaS Administrator	Can: add other users change user access update settings such as rates and positions
Timekeeping Administrator	Can: view and edit other users time entries post other users' time entries create and post invoices enter disbursements Can see dashboards for all user time
Timekeeping User	Can: Can only review their own time entries Can post their own time entries Can create invoices but cannot post them (Technically, can see other user's time and rates when creating invoices)
Timekeeping Migration	Can: Import time and disbursement entries (you can import time on behalf of other users)
SaaS User	Can: Login to Saas (Insol6.app)
Organisation Search	Can: Access and perform a company search. Note performing search incur costs.