Collaboration – Administrator Setup

Users can be assigned the Assistant role by subscription administrators in the iTimekeep Admin Portal. This can be done during the setup of a new user, or to existing users.

To set up a new user with the Assistant role:

  1. In the iTimekeep Admin Portal, open the menu.
  2. Under iTimekeep, click Manage Users.
  3. Click the Add User button above the user table. The Add User to Subscription screen opens.
  4. On the Add User to Subscription screen, select the Assistant role. By default, the role selection is set to Timekeeper.
  5. Click Next and proceed through the new user setup process.

To update an existing user with the Assistant role:

  1. In the iTimekeep Administration Portal, open the menu.
  2. Under iTimekeep, select Manage Users.
  3. Locate the desired user and click Edit.
  4. Select the iTimekeep tab.
  5. Click the Edit button.
  6. Select the Assistant role checkbox.
  7. Click the Save button.

For more information on collaboration for assistants , see Collaboration – Assistant.

For more information on collaboration for timekeepers , see Collaboration – Timekeeper.

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