Learn about managing personal accounts for your team, and setting up user levels and project access permissions.
A customer asked the following question. Once I’ve made someone a resource it doesn’t appear I can demote them to executive? Help? There is not a way to demote a user to an executive. Once a user has been created as a manager, resource or administrator the executive user level is no longer an option. […]
A new Intervals customer recently asked this question. Could I suggest a feature improvement for an access level between Administrator and manager, which allowed view access to all projects, but not the system administration settings. This can currently be done. With administrator level users there are two settings that can be used to restrict their […]
Intervals requires that the administrator level user who initially created the account be designated as the Intervals Administrator. This designation grants that person, as well as the Billing Contact, ownership of the account and authority to request account level changes via our support team. This person cannot have their account deactivated. However, there are scenarios […]
Activating a new person on your team Once you’ve created an account for a person on your team to log in, Intervals will immediately email them instructions on how to set up their username and password. Their account login will be active as soon as they complete this final step. If they are a manager […]
Intervals will automatically notify people when certain events occur, for example, when updating a task or uploading a document. By default, each person with a login will be opted in to these email notifications. If you would like to turn some off, click on Notifications, which can be found in the menu under your profile […]
When a project is created the default list of work types will be copied to its Estimated Work & Rates section. After removing any unnecessary work types and adding any custom ones, this list becomes the pool of work types that will be available to anyone adding time to that project. However, there is not […]
We received the following support question: We have about 120 users to deactivate however there doesn’t appear to be a bulk action option for the people list. Is there another method where we can do this? Multiple users can be set to inactive by utilizing the “Bulk edit” functionality from the people listing. The steps […]
If a person leaves your organization or you want to revoke a person’s ability to login, we recommend setting the user to inactive. This help article shows how to deactivate a user. When a user is deactivated, they are immediately logged out. Deactivated users cannot log in but their legacy time data, task data, etc. […]
To update the email address associated with your Intervals account navigate to the “My Account” page. Then click “edit” to modify your profile information. Make the change to your email address and click save.
When a person has been created, but not yet logged in, it may be necessary to resend the initial invite that includes instructions and a link for setting up the username and password for their new account. Here are the steps to do this: Log in as an administrator level user Click on the People […]
An Intervals customer asked the following question: When setting up new projects do you need to allocate these projects individually to each person or can this be automatically populated as the new project is setup? We have approximately 60 people on the system that we would prefer not to have to go into each individual […]
A new Intervals customer asked the following question: Is there a way to restrict access to the list of people so that only certain users or user types are able to view people? The people tab is controlled by a combination of the four user levels and what project access a person has. Here is […]
We received the following question from an Intervals customer. How do I stop resources from assigning time to a task they are not assigned? By default, manager and resource level users see all tasks for the projects that they have been granted access (Administrators see all projects and all tasks). As an administrator you can […]
After selecting an Intervals plan, you will be prompted to create an Intervals Administrator account. Click on the “Sign in with Google” button to create this account using your Google account. If you are already signed into your Google account, you will be taken to the final step of the sign up. Note: If you […]
If you already have a login with your Intervals account, to start logging in with your Google account, follow the steps below: Navigating to the “My Account” page via the menu bar In the Login Information section, click on “Sign in with Google” When signing in with Google, the Google email account you are currently […]
By default, only Administrator level users are allowed to edit and delete comments on tasks and milestones. Administrators can grant permission to Manager and Resource level users allowing them to edit and delete their own comments. Note: Administrator level users are the only users that can edit and delete ALL comments. To grant access: […]
In Intervals a person’s project access can be modified in bulk by looking up the person in the people section and editing the Project Access section. When in edit mode you can toggle between showing only active projects or all projects. You can then update the projects you want them to have access to by […]
Each team member can edit their own task email notification settings by navigating to ‘My Email Preferences’ under their user profile: Under the ‘Notifications’section, uncheck the boxes labeled ‘Task Comments,’ ‘Task Updates,’ and any other notifications you want to turn off: It is also possible for an administrator level user to do this for others […]
By design passwords are private to each person but there are two options on this front. Administrator level users can look up the person in the people section and then click on the link at the top of the person’s profile to trigger an email to set their log in information. Another option is to […]
The intent with Intervals is to track the client facing total as opposed to an internal cost total and Intervals is light on accounting functionality in general. There is not a way to enter a cost rate and a client facing rate at this time. Data can be exported and the rates modified to apply […]