Getting Started
The only required information is a full name and email address. If you wish you can also enter contact details and payment rates for each employee.
Category: Getting Started

This depends on your current subscription level. For information on the different subscriptions, please click here (link to pricing page). To find out which subscription you are currently on, go to Settings (the gear icon at the right of the navigation bar) and Account Settings. You can also change your subscription here.

Category: Getting Started

You can add Clients by clicking on “Clients” in the navigation bar at the top of the screen. Then click “Add” to enter your client’s information. Required fields are marked with an asterisk. Once you have added a client, you can add a new project by selecting the client from your Client list, and clicking “Add New Project”. A project cannot be added without a Client.

Category: Getting Started

To add employees, click on the “Employees” option in the navigation bar at the top of your screen. Then click “Add” to enter the employee’s information. Required fields are marked with an asterisk. Once added, your employee will be sent an email with a User ID and a temporary password.

Category: Getting Started

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Adding, Editing or Removing Employees

The only required information is a full name and email address. If you wish you can also enter contact details and payment rates for each employee.

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Adding, Editing or Removing Clients and Projects

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