Setting up a new workspace and employee access

Proceed as follows

Step 1: Navigate to "Employees"

• Click on "Our company" in the left-hand navigation bar .

• Select the "Employees" section.

Step 2: Add member

• Click on the "Add member" button at the top right .

Step 3: Enter personal data

• Enter the following information in the dialog box:
• First name: First name of the employee.
• Surname: Surname of the employee.
• E-mail: The employee's work e-mail address.
• Position: The employee's role or function in the company (e.g. "Project manager").

Step 4: Configure Leadtime access

• Activate the "Can log in to Leadtime" checkbox if the employee is to have access to the system.

• Select a user role from the drop-down menu:
• The role determines the access rights and the areas that the employee can see or edit.
• Example: A "project manager" has access to tasks and reports, a "developer" only to tickets and time tracking.

Step 5: Team assignment (optional)

• Assign the employee to an existing team if necessary.

• If no suitable team exists yet, you can create a new team by clicking on "Create new team".

Step 6: Invitation email

• Click on "Save".

• The employee will receive an invitation email with a link to register.

• After clicking on the link, the employee can set a password and start using the application.

Step 7: Set password and start

• The link takes employees to a page where they can set an initial password to activate their access.

• With these simple steps, access to Leadtime® is set up quickly and securely, and all team members can start working seamlessly.