Help Administrators

User Setup

Organizing Users

• Setting up resource pools
• Using groups to limit data access (video)
• Limiting which groups a user can access
• Setting up groups

Permissions

• Managing license assignments
• Limiting which groups a user can access
• Setting up permissions
• How permissions work

Adding and Editing

• Data import fields and formats
• Choosing your language
• Allowing a client to approve timesheets and expense sheets
• Setting up submission of individual time entries (video)
• Using data import to mass add, update, and delete data
• Updating your employees’ passwords
• Viewing who made changes to user profiles
• What languages does Polaris support?
• A user is not receiving email notifications
• Deleting or disabling Administration items
• Deleting or disabling users
• Managing license assignments
• Logging in as another user
• Other Replicon products
• Editing multiple users at once
• Defining work days and times using office schedules
• Defining login name and email formulas
• Adding and editing users
• About the user profile fields
• Creating custom fields
• Deleting and disabling data