> For the complete documentation index, see [llms.txt](https://teamtrace.gitbook.io/teamtrace-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://teamtrace.gitbook.io/teamtrace-documentation/user-setup.md). # User Setup User Setup in TeamTrace enables administrators to onboard and manage users efficiently, define roles, control access, and ensure that team members have permissions appropriate for their responsibilities. ### Group/Team/Department **Step 1:** Go to Settings.
**Step 2**- Click on Group/Team/Department.
**Step 3:** Click on the **+Add** option.
**Step 4:** Fill in the Group/Team/Department name and click on **Add**.
**The Group/Team/Department has now been successfully created.** ### Roles **Step 1**: Under the Settings menu, click on Roles.
**Step 2:** Click on **+Add** option.
**Step 3:** Now fill in the mandatory details such as the Name of the role and its description along with the required permissions which you want the specific role-holders to have.
* You get an option to toggle **“All Permissions”** either on or off. If you switch it on, all the permissions displayed on the screen will be switched on for all the users under this specific role. *You can customize the permissions as per your preference*. * The description of the permissions is as follows: **All People**: When this button is toggled on, users with this specific role can view all members of the organization. If toggled off, they can view only their own profile. **All Projects**: You get an option to select from ‘All Projects’ and ‘Own Projects’. If you select ‘Own Projects’ from the dropdown, the option to create an own project for the individual/s gets unlocked. The user can continue to view any other projects assigned to them. You can toggle the button as per your preference. **All Tasks**: You get an option to select from ‘All Tasks’ and ‘Own Tasks’. If you select ‘Own Tasks’ from the dropdown, the option to create an own task for the individual/s gets unlocked. The user can continue to view any other tasks assigned to them. You can toggle the button as per your preference. **Auto Pilot:** When toggled on, users with this specific role can view the screenshots of other users assigned under them. **Leaves**: Two options are available here. * *My Leave*: User/s gets to view their own leave * *Manage Company Leaves (HR)*: User/s can manage the leaves as per preference. **Productivity**: Multiple options are available under this tab. * *My Activity*: Displays a detailed log of the user’s own activities within the system * *People Activity*: Shows activity records of users assigned under this role for better visibility and monitoring. Users cannot view the activity of team members who are not assigned to them. For example, a manager can see the activity of employees assigned under them, but not employees assigned to another manager. * *Live Screen*: Displays real-time screens of users assigned under this role for monitoring purposes. Users cannot view the live screens of team members who are not assigned to them. For example, a manager can view the live screen of employees assigned under them, but not of employees assigned to another manager. * *Own Manual Time Add*: Allows users to manually log their own working hours. * *Concerned People Manual Time Add*: Enables authorized users to add working hours on behalf of their assigned team members. * *Field People*: Identifies employees assigned to fieldwork or external tasks. * *Live People*: Displays users who are currently active and logged into the system. * *Concerned People Screenshot Delete*: Grants permission to delete screenshots linked to specific assigned team members. **Resource**: Provides an overview of employee availability, workload distribution, and assigned tasks across projects. **Analytics**: Offers detailed insights and performance metrics to track productivity, project progress, and resource utilization. **Billing**: Shows billing, invoices, and financial transactions based on time logs or contract terms. **Settings**: Allows the users under this role to configure system preferences, permissions, roles, and organizational policies. **Information**: Stores reference details, guidelines, or organizational data relevant to users and administrators. **Dashboard**: Under this option you get three options. * *People Dashboard*: Displays individual productivity, task status, attendance, and timesheet records for each employee. * *Admin Dashboard:* Provides administrators with a consolidated view of overall organizational activities, including project status, workload distribution, and system usage. * *HR Dashboard:* Focuses on employee lifecycle management, attendance, leaves, performance records, and compliance reporting. **Step 4:** Finally, click on **Add** to add the role. ### Job Title **Step 1**: From the settings menu, click on **Job Title.**
**Step 2:** Next, click on **+Add**.
**Step 3:** Next, enter the mandatory details such as **Job Title, Department, and Reports To**. The department is populated from the list of departments previously made.
**Step 4:** Finally, click on **Add** to add the Job Title. ### Skills **Step 1:** From the settings menu, click on **Skills**.
**Step 2:** Next, click on the **+Add** icon.
**Step 3:** Enter the **Skill Name** and choose the **Department**. You can also choose multiple Departments, if needed.
**Step 4**: Finally, click on **Add Skill** to add the new skill. *So, once all the above steps are complete, you can now proceed to adding a new user to your organization.* ### People **Step 1:** Click on **People** from the navigation bar.
**Step 2:** Next, click on **Add People** option.
**Step 3:** Fill in the mandatory details like **Name, Email, Group/Dept/Team (from the drop-down menu), Job Title (from the drop-down menu), and Access Role (from the drop-down menu).** Once done, click on **Save** and your **new user** will be added to the organization.