Clockwork CRMDocs

Users

Administrator Tools → Users lists the people who use Clockwork CRM.

Each user is listed with whether they are an administrator, whether they use two-factor authentication, when they last used Clockwork CRM, and when they were added. Show Archived includes archived users, and the count at the top shows the number of active chargeable users.

Open in Clockwork CRMEnter your Clockwork CRM address at the top of the page to open this in your Clockwork CRM.

Adding a user

Add User opens the user form.

The Add User form

Field What it is
Username The user's email address
First name and Last name Set on the user's profile. The user can change them later
Is this user an administrator Gives the user access to Administrator Tools

When a user is added, they are sent a welcome email with a link to set their password.

Adding a user adds one seat to your monthly subscription. See Subscription information.

The form has four tabs: General (this one), Password & Security, Employment and Working Hours.

Password and security

Password & Security lets an administrator:

  • change the user's password
  • make the user change their password the next time they use Clockwork CRM
  • require the user to use two-factor authentication

Users turn two-factor authentication on themselves from their profile. See Your profile.

Employment

The Employment tab stores the users employment details.

The Employment tab of a user

Field What it is
Day rate What the user costs the business per day
Contracted hours per day How long the user's paid day is
Holiday entitlement Days of holiday per holiday year
Employment start and end The dates the user is employed for

The day rate and contracted hours feed the profitability figures on projects. Contracted hours also set how much a day of holiday is worth.

Employment dates make holiday entitlement pro rata: someone joining halfway through the holiday year gets half the days, rounded up to the nearest half day. Leave the dates empty for anyone employed throughout.

Working hours

Working Hours sets the days and times the user works. A day can hold more than one period (e.g. split shifts) and a day with no periods is a non-working day.

Only working days are taken from the user's holiday entitlement, and the calendar shades the user's working time from this pattern. See Holidays and absences.

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