How do I add a new Workamajig user? [FAQ]
Go to Menu> Admin > Employee > New.
When adding a new employee, make sure to fill out their basic information, time zone, and correct email address. Once you hit Save, you will be able to give the user login and a password, make them active and assign them to a Security Group under the Login tab. Don't forget to also set a Time & Expense approver for that new user under the Billing tab.
Once added, your account with Workamajig will automatically be adjusted for that new user.
- Refer to the New Employee Setup guide for more information.
How do I set up a Client/Vendor with Free Login access?
Client & Vendor login is free of charge (and unlimited), as long as you do NOT uncheck the "Free Login" option under their login settings.
NOTE: Free users do not have access to the main menu (nor can they enter data into the system such as time or the ability to edit projects), instead they have shortcuts added to the toolbar based on their security group rights.
Here are the steps:
- Setup the Security Group you want to assign them too (under System Setup > Security Settings), making sure you define the set of rights from the Client Rights.
- Open the contact's record and click on More > Contact Settings. Then click on the Security Settings tab.
- From here, enter a User ID and Password, select the Security Group and ensure you leave "Free Login" checked.
- Give the Contact your site's web address (app##.workamajig.com) and their User ID and Password.
- Refer to the Setup Client/Vendor Portal guide for more information.