Users

All accounts should be created in this view. Easy Tracker provides multi-users to use timesheet tools.

Use this view to clone, edit, add, delete, view or print information regarding users using Easy Tracker. This view is also used to determine who has access to Easy Tracker Pro and Easy Tracker timesheet entry tools. The User ID and Password information entered are used to gain access to Easy Tracker Pro and Easy Tracker Lite.

To add rate information for each user, go to the Rates view in the Users category. To add team information, go to the Teams view in the Users category.

How to use this view:

In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit it by using actions in the popup menu.

Field Description Table

Field

Description
*Last Name The user's last name (up to 50 characters).
*First Name The user's first name (up to 50 characters).
*User ID User ID (up to 50 characters). This User ID is used to access Easy Tracker.

Note: User ID and Password are case sensitivity.
*Password The user's password. This password is used to access Easy Tracker.

Note: User ID and Password are case sensitivity.
Team Team the user works in.

The team leader is the approver of the entries submitted by the user. To change the approver, you need adjust the team leader the user belongs to.
Security Level The Security level is used to restrict or give access to different views in Easy Tracker Pro, Easy Tracker Client tools. When you assign a security right to a user, the user will only be able to enter, edit and view information accessible according to the level assigned.

To learn how to apply a new security level, please refer to How to apply a new security level?
Start Date The date the user started working in your company or the date he/she started using this software.
End Date The date the user stopped working in your company or the date he/she stopped using this software.
User Uses Which application this user will be using.
Leader Uses Which application this user will be using.
Wage Rate The rate of wages from the list. This rate is multiplied by the hours worked to calculate company costs. To add or edit a rate, select Rates view in Clients category. In this view, you can also add overtime rates to each rate.
Charge Rate The charge out rate from the list. This rate is multiplied by the task prorating and hours worked to calculate client costs. To add or edit a rate, select Rates view in Clients category. In this view, you can also add Overtime Rates to each rate.
Email User's Email address
Place Where the user works. To add or edit a place, go to the Places view in the Projects category.
User Number User's work number. User work number is used as an identifier in a company.
Work Type Work type. There are several work type: Full Time, Part Time, Consultant, Contract, Casual, Temporary.
Work Days How may days the user normally works in a week (for example, if he/she normally works 5.5 days per week, enter 5.5). This information is used to calculate missing time in the "Timesheet Summary" report. For more information, search for help on Reports in Help, Contents.
Work Hours How may hours the user normally works in a day (for example, if he/she normally works 8 hours per day, enter 8). This information is used to calculate missing time in the "Timesheet Summary" report. For more information, search for help on Reports in Help, Contents.
Available Skills Available Skills. Use Add to apply Skills to the current user. Use Remove to remove applied Skills from the current user. To edit skill, go to the Skills view in the category of Users.
Applied Skills Applied Skills. Use Add to apply Skills to the current user. Use Remove to remove applied Skills from the current user. To edit skill, go to the Skills view in the category of Users.
Gender User's gender.
PIN Personal Identification Number.
Job Title Job title.
SSN Social Security Number.
Birthday User's birthday.
Anniversary User's anniversary.
Pictures The user's picture.

To clone users:

  1. Click Users -> Users button on the left side shortcut bar, select the task you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
  2. Modify if necessary, after modify, click the Save button.

To add users:

  1. Click Users -> Users button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
  2. Enter the user's Last Name.
  3. Enter the user's First Name.
  4. Enter a unique User ID and Password used to identify who is using the software and to give access to information. Note: User ID and Password are case sensitivity.

The following steps are optional:

  1. Select a Team from the drop-down list. To add or edit a team, select Users, Teams on the left side shortcut bar.
  2. The Security level is used to restrict or give access to different views in Easy Tracker Pro, Easy Tracker Client tools. Select the Security level from the drop-down list.
  3. Enter Start Date and End Date. The date the user started/stopped working in your company or the date he started/stopped using this software.
  4. Select User Users from the drop-down list.
  5. Select Leader Users from the drop-down list.
  6. Select Wage Rate from the drop-down list. The rate of wages from the list. This rate is multiplied by the hours worked to calculate company costs. To add or edit a rate, select Rates view in Clients category. In this view, you can also add overtime rates to each rate.
  7. Select Charge Rate from the drop-down list. The charge out rate from the list. This rate is multiplied by the task prorating and hours worked to calculate client costs. To add or edit a rate, select Rates view in Clients category. In this view, you can also add Overtime Rates to each rate.
  8. Enter User's Email address.
  9. Select Place from the drop-down list.
  10. Enter User's User Number. User work number is used as an identifier in a company.
  11. Select Work Type from the drop-down list. There are several work types: Full Time, Part Time, Consultant, Contract, Casual, Temporary.
  12. Enter User's Work Days. How many days the user normally works in a week.
  13. Enter User's Work Hours. How may hours the user normally works in a week.
  14. Available Skills, Applied Skills. Use Add to apply Skills to the current user. Use Remove to remove applied Skills from the current user. To edit skill, go to the Skills view in the category of Users.

In User's Advanced Tab

  1. Select User's Gender from the drop-down list.
  2. Enter User's PIN (Personal Identification Number).
  3. Enter User's Job title.
  4. Enter User's SSN (Social Security Number).
  5. Enter User's Birthday.
  6. Enter User's Anniversary.
  7. Select or remove User's Pictures.
  8. Select User's Icon from the list.

To edit or delete users:

  1. Click Users -> Users button on the left side shortcut bar.
  2. Select the user from the list (the top portion of the screen).
  3. Edit as necessary or to delete, click the Delete button .

Notes:

How to apply a new security level?

The Security level is used to restrict or give access to different views in Easy Tracker Pro, Easy Tracker Client tools. When you assign a security right to a user, the user will only be able to enter, edit and view information accessible according to the level assigned.

Step 1: add a new security category:

  1. Click Advanced -> Security Categories button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
  2. Enter a unique security category's Name (up to 255 characters).
  3. Enter Description to describe the security category. This is useful to help you and others remember the details of this security category.
  4. The Views List box displays all views available in Easy Tracker Pro, Easy Tracker Lite. Select each view and assign permissions by selecting the appropriate access types.

You can create a lot of security categories according to your business modal.

Hint: To unselect an access type, click the check box twice to ensure that access to this option is removed or changed.

Step 2: apply the new security category to your users:

  1. Click Users -> Users button on the left side shortcut bar,
  2. Select the user you want to change the security level. The Security level is used to restrict or give access to different views in Easy Tracker Pro, Easy Tracker Client tools. Select the newly created Security level from the drop-down list.
  3. Click the Save and Close button to apply the new security category.

How to strict the access of My Project category in Easy Tracker Lite?

1, Create a new account in User view in Users category. or Select a user other than Admin.
2, In the New User Entry or Edit User Entry dialog, select Timesheet Entry Tool Limited in Security Level field.
3, Select Lite Tools in User Users field.
4, Enter other necessary information as you need.
5, Click Save and Close.
6, Use the account to login Easy Tracker Lite. Now the account can not access any view in My Project category.

Hints:

There has an administrator user inside. Do not delete it, at least an administrator account is needed.
Different user should have different User ID. If two User IDs are the same, one of the two users may have trouble to login.
The fields marked with * are required fields. When add a new entry, you need fill something in these fields.
Table View integrates a lot of buttons for easy operation, click here to learn them.
Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
Switch to the appropriate tab to add Notes, Phones and Addresses if have.

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