Getting Started

Inviting Your Team

Invite managers, supervisors, and other staff to help manage your TempClock account.

5 min read

Before You Start

Have these details ready for each person you want to invite.

Before you start

  • A TempClock account with Admin access (the account creator is automatically an Admin)
  • The email address of each person you want to invite
  • Their full name
  • An idea of what level of access they need (see Roles below)
Note

Only Admin users can invite new team members. If you are a Manager or Viewer, ask your Admin to add new users.

Understanding Roles

TempClock has three roles, each with a different level of access.

Every user you invite gets assigned a role. The role controls what they can see and do in the manage portal. Here is what each role can do:

User Roles Overview
Admin
Full Access
• Everything a Manager can do, plus:
• Manage billing, plans, and invoices
• Add, edit, and remove other users
• Change company settings and branding
• Delete locations and workers
• Access all data and exports
Manager
Day-to-Day Operations
• View and manage workers (add, edit, assign)
• Review and approve timesheets
• View clock-in/out activity and reports
• Manage shifts and schedules
• Run payroll exports (Sage, Xero)
• View the fire register and occupancy
Viewer
Read-Only Access
• View the dashboard, activity, and reports
• View worker details and timesheets
• Download reports and exports
• Cannot add, edit, or delete anything
• Cannot approve timesheets or manage shifts
Admin

Full control over everything — billing, users, settings, data. Only give this to people who need to manage the account itself.

Manager

Can handle day-to-day operations — workers, timesheets, shifts, and reports. Cannot change billing or add users.

Viewer

Can see everything but cannot change anything. Perfect for people who just need to check reports or monitor activity.

Tip

You can change someone's role at any time. If you are unsure, start with Viewer and upgrade later if they need more access.

Log in to the manage portal

Go to tempclock.co.uk/manage and sign in with your Admin account.

Open More > Settings

Click More in the left-hand sidebar, then click Settings.

Click Users

In the Settings menu, click Users. You will see a list of everyone who currently has access to the manage portal, starting with your own account.

Settings > Users
Users
Manage who can access the portal
+ Add User
SJ
Sarah Johnson
sarah@acmestaffing.co.uk
Admin
You

Adding a New User

Invite someone to the manage portal step by step.

Click Add User

On the Users page, click the + Add User button in the top-right corner. This opens the invitation form.

Enter their email address

Type the email address of the person you want to invite. This will be their login email, and it is where they will receive their invitation link.

Enter their full name

Type their first name and surname. This is how they will appear in the system — on activity logs, when viewing who approved a timesheet, and so on.

Choose their role

Select the role from the dropdown: Admin, Manager, or Viewer. See the section above if you are not sure which to choose.

Click Send Invitation

Click Send Invitation. TempClock will immediately send an email to the person with a link to set up their account.

Add User
Email Address
mark.robinson@acmestaffing.co.uk
First Name
Mark
Last Name
Robinson
Role
Manager
Send Invitation Cancel

After you click Send Invitation, here is what happens for the person you invited:

They receive an email

TempClock sends an email to the address you entered with the subject line "You have been invited to TempClock". The email contains a secure login link.

They click the login link

The link takes them to a page where they set their password. They enter their chosen password and click Create Account.

They can now log in

From that point on, they can log in at tempclock.co.uk/manage using their email and the password they created. They will see the portal with access matching their assigned role.

Invitation Email
T
TempClock
You've been invited to TempClock
Hi Mark, Sarah Johnson has invited you to join Acme Staffing Solutions Ltd on TempClock as a Manager.
Set Up Your Account →
This link expires in 7 days
Important

The invitation link expires after 7 days. If someone misses it, you can resend the invitation from Settings > Users by clicking the Resend button next to their name.

Who Gets Which Role?

Practical advice on assigning the right role to each person.

Not sure which role to give someone? Here are some common scenarios:

Office Administrator

Admin — They handle billing, manage the account, and need full access to everything. If they run the day-to-day operations of your agency, they need Admin.

Site Supervisor / On-Site Manager

Manager — They oversee workers at a location, approve timesheets, and manage shifts. They do not need access to billing or user management.

Accounts / Payroll Staff

Viewer — They need to view timesheets and download payroll exports, but should not be editing worker records or approving hours.

Company Director / Owner

Admin — They want oversight of everything and may need to manage billing. Admin gives them complete visibility and control.

Client Contact

Viewer — If you give a client access to review their own timesheets and reports, Viewer ensures they cannot change anything.

Recruitment Consultant

Manager — They need to add and manage workers, assign them to locations, and check availability, but do not need billing access.

Settings > Users - With Team
Users
4 users
SJ
Sarah Johnson
sarah@acmestaffing.co.uk
Admin
MR
Mark Robinson
mark.robinson@acmestaffing.co.uk
Manager
LP
Lisa Patel
lisa.patel@acmestaffing.co.uk
Viewer
TW
Tom Wright
tom.wright@acmestaffing.co.uk
Manager
Pending
Good to know

When in doubt, start with Viewer. It is much safer to upgrade someone's access later than to give them too much access from the start. You can change roles at any time from the Users page.

Managing Existing Users

Editing roles, resending invitations, and removing access.

After you have added users, you can manage them from the Users page at any time:

Change a Role

Click the user's name, then use the role dropdown to change their access level. The change takes effect immediately.

Resend an Invitation

If someone did not receive or missed the invitation email, click Resend next to their name. A fresh login link will be sent.

Remove a User

Click the user's name, then click Remove User. They will immediately lose access to the portal. This does not delete any data they created.

View Activity

Click a user's name to see their recent activity — what they logged in, changed, approved, or exported.

Note

Removing a user does not delete timesheets they approved or changes they made. Everything is logged. You are simply revoking their future access to the portal.

Need to give your end clients read-only access to timesheets? Head to More > Settings > Portal Users to create portal logins. Portal users are separate from your internal team — they log in through a different URL and can only see data related to their own client account. See the Creating Portal Users guide for details.

What's Next?

You have completed the Getting Started guides. Here is where to go from here.

Congratulations — you have set up your TempClock account, added a location, registered your workers, configured a kiosk, and invited your team. You are fully up and running.

Here are some suggested next steps as you start using TempClock day to day:

Add more workers — learn about single and bulk imports in the Workers guides
Set up rate rules — configure overtime, weekend rates, and bank holiday pay
Create shift patterns — define regular shifts so you can track attendance against schedules
Review timesheets — learn how to approve, edit, and export timesheet data
Connect to Sage or Xero — export approved timesheets directly to your payroll software
Explore reports — run attendance, hours, and margin reports for your clients
Good to know

Bookmark the Support Centre for quick access to all guides. If you get stuck, our support team is always happy to help.

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