Prerequisite
A practice admin user has been set up with permission to onboard other practice users. The practice admin user will first need to complete registration.
The steps to add additional users are as follows:
- Add users to the Insol 6 desktop software
The user must exist in the Insolvency database.
- Users must have an email address
- Users may be Inactive
- The "Position Title" will determine the default rates used when entering time entries
- To onboard a User onto the Saas web platform
The detailed steps are here:
https://exalt.zendesk.com/hc/en-us/articles/5091231751183-Onboard-a-user-to-user-Timekeeping
- A user will appear in the SaaS application as "Available users" in the LHS "User" menu
- Click the "Add to practice" button
- The user will receive an email to register and set their password
- Update the user's roles, giving them access to products
(add the role "Timekeeping User" and "SaaS User")
- Add the user to positions
The detailed steps are here:
https://exalt.zendesk.com/hc/en-us/articles/5091123305103-Add-a-position-to-an-Employee-User- - Make sure employee positions have assigned rates
The detailed steps are here:
https://exalt.zendesk.com/hc/en-us/articles/5091122112911-Add-rates-to-a-position - Ensure jobs have time categories assigned
The detailed steps are here:
https://exalt.zendesk.com/hc/en-us/articles/5091109566991-Assigning-Time-Categories-to-a-Job
On-boarded users may now enter time.
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