🛠️Settings

The settings space in the platform allows you to further personalize your experience on the portal. It allows you to edit your information and control your organizational settings.

Empower the users to tailor their experience, streamline workflows, maintain compliance, and adapt the software to the dynamic needs of the organization.

Role

From Roles, you can edit your Roles and permission as well as add new Roles to your system to later add them to your organization’s employees

Step 1- Log in to the Teamtrace Portal

Step 2- Head over to Settings via the side navbar. You can find it underneath Information.

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Step 3- Click on Settings and select Role

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Step 4- Click on Add to create a new role.

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Step 5- Enter the Display name and Description for the role.

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Step 6- Assign the permissions and levels of access that particular role will have. You can assign roles and permissions at the most minute level across various modules namely-

1. Employees

2. Projects

3. Clients

4. Leaves

5. Finance

6. Worklog

7. Settings

8. Setup

9. Information

10. Task

You can also choose to assign all the permissions to the role.

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Step 6: If you want to edit a role settings then click on the Ellipsis and click on update.

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Company Settings

From Company settings, you can manage your company details such as Headquarters location, logo, contact details, and transaction currency as well as set your leaves, weekends, and month-by-month working hours.

Step 1- Head over to Company Settings underneath Role in the Settings sub-menu.

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Step 2- To manage your company details select Company Details.

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Step 3- Make your changes and click on Finish to save your changes or Save and Next to go to Weekends and Leaves.

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Step 4- Add your leave settings and weekends.as well as your working hours for each month.

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Step 5- Click on Finish to save the changes/entry.

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Worklog Settings

In worklog settings, you can tweak your worklog rules to suit your company protocols. You can control your Timer settings, Screen capture settings, Time editing protocols, and Application tracking settings.

Step 1: Go to Worklog settings underneath Dynamic table.

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In worklog settings, there are four settings you can set to match your organization’s protocols and needs.

1. Idle monitoring

2. Screen Capture

3. Time editing permissions

4. Application and Website Tracking

Idle Monitoring-

Step 1:Select Idle monitoring from the options.

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Step 2- Edit your Idle monitoring information such as Idle timeout and Idle reminder.

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Step 3- To save your changes, click Update

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Screen Capture

Step 1: Select Screen Capture from the options.

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Step 2- Edit your screen capture settings such as intervals, blur, and burst mode enabling and disabling screen capture altogether as well

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Step 3- To save your changes, click Update.

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Time editing permissions

Step 1: Select time editing permissions

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Step 2: Select the permissions you want to allow or deny.

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Step 3: Click Update to save your changes

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