Inviting Your Team
Add the people who will use TempClock, give each one the right access, and tell them how to sign in. Agency staff go in the agency console, client managers in the client dashboard.
Last checked against the product:
Overview
Who goes where.
| Person | Console | Where to add them |
|---|---|---|
| Your own staff (coordinators, payroll, managers) | Agency console | Agency console: Setup > Users |
| A client's managers who run their own workers | Client dashboard | Client dashboard: Setup > Users, or the agency console: Setup > Dashboard users |
| A client's approvers and supervisors | Client portal | See Setting Up Portal Users |
TempClock does not email a new user. You set their first password and pass it on yourself, then they change it.
Before you start
- Agency console: a super admin, or an Admin who can add and change users.
- Client dashboard: a tenant admin (Admin role).
- Each person's name and work email.
Agency Console Users
Pick a preset for each person.
Open Users
Agency console: Setup > Users.
Fill in the form
Enter Full Name, Email and a Password of at least 8 characters.
Choose the access level
For most staff pick a preset: Coordinator for people who run the day, Payroll for the person who closes the week, Read-only for people who only look. Keep Super admin for the go-live owner and one deputy.
Create
Click Create User.
Five coordinators and one payroll user is five Coordinator users and one Payroll user. See User Roles and Permissions for exactly what each can open.
Client Dashboard Users
Admin, Manager or Viewer.
Open Users
Client dashboard: Setup > Users. The form is headed Add New User.
Fill in the form
Enter the name, email and a Password of at least 8 characters, and pick the Role: Viewer, Manager or Admin.
Add
Click Add User.
| Role | Use it for |
|---|---|
| Admin | The client's account owner: settings, users, locations, close week and Sage export. |
| Manager | Day-to-day running: payroll view, exceptions, rate rules, manual clock, backfill and alerts. |
| Viewer | People who look at dashboards, timesheets and reports. A Viewer cannot open Payroll, Exceptions, Close week or Settings. |
Change or Remove a User
From the same page.
| Task | Agency console | Client dashboard |
|---|---|---|
| Change access | Edit, then change the Access level | Role, then Save |
| Set a new password | Edit, then type a new Password | Password, then Reset |
| Lost phone | Reset 2FA (super admin) | Reset 2FA |
| Someone leaves | Deactivate on their row | Deactivate. The primary account holder cannot be deactivated. |
Their First Sign-in
What to send each person.
/admin for the agency console, /manage for the client dashboard.
Troubleshooting
Common questions.
| Problem | Check |
|---|---|
| "A user with this email already exists." | They already have an account for this client. Find them in the list. |
| They cannot see a page | Their access level or role does not include it. See User Roles and Permissions. |
| They cannot sign in | See Login Issues. |
Related guides
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