Learn about managing personal accounts for your team, and setting up user levels and project access permissions.
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 […]
Scenario 1: I know my Intervals domain, but I don’t remember my username or password. If you know the Intervals domain for your account but do not recall your username and/or password, your login information can be reset from the login page of your account. 1. Click on the Forgot password? link. 2. Enter the […]
Each user can change their password by navigating to ‘Change Password’ under their user profile: The second step is to enter the new password and click save:
No. There is not a one to one relationship with clients and projects like some other software. With Intervals a non administrator can see any projects where they have been specified as a member of the project team regardless of which client they are associated with. If a person does not have access to a […]
Intervals features project level permissions. This means any team member that has access to a project can see the tasks, project notes, and documents for that project. Administrators by default have access to all projects, but manager, resource, and executive level users need to be granted access to each project. If a non-administrator level users […]
A client contact is a person who is associated with a Client, but they lack login information as well as project level access. This type of user can be setup by skipping the login and permissions steps by clicking on the “Save contact information only” button: Contacts can only be seen by Administrator level users. […]
We recommend setting the user to inactive instead of deleting the user. Deleting a user deletes their profile, contact information and the following data: time entries timers project permissions removes them from any assigned, owned or followed tasks and owned milestones removes them from any managed projects To preserve their data but remove their ability […]
Any Administrator level user can add people. Navigate to People >> Create a new person to start the process. Continue reading for a deeper dive into what the different options mean within Intervals. Adding a new person flow: Profile Client: Associating a person with a client, though not required, is useful for grouping them together […]
Administrators Administrators are the only user level not limited by project level permissions and can see and do everything. With Intervals online business software they can change the site settings, create users, create projects, edit time, and approve time. The user access levels of an Administrator is the only user that can approve timesheets. This […]
Project notes are a great way to store information related to a project. It could be a procedure, a login or any note that is needed when working on the project. Intervals lets you store anything you want in the project notes. With project notes, Administrator level users see all project notes. For the other […]