Creating Users | Teambook

Creating Users

  1. Go to Team > New User.
  2. Enter the new user's First and Last Name 
  3. Choose the appropriate Time Zone. If no time zone is selected, the default time zone defined in the Account Settings by the Account Owner is defined for the new user.
  4. Enter the email address. The email address must be unique for every user on the account.
  5. Billable: by default, all users are set as "billable". Users that are not billable (e.g. Sales people) should be set as unbillable to not impact the Productivity and Utilization metrics.
  6. Choose the role.
  7. Click Save.

An email invitation will be sent to the new user to let them know how to sign in to Teambook and create their password.