🧑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.