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Administrator Responsibilities

An Administrator is responsible creating and maintaining:

  • Persons (users)
  • Expense Types
  • Tax Types
  • Employment Types
  • Suppliers
  • Resource Groups
  • Rule Cards within the Projects

By using the relevant tabs, an Administrator can also create and maintain:

  • Clients
  • Projects
  • Tasks

Additional Notes

Time is recorded by Persons against the Tasks.

There can be more than one Administrator. This is achieved by changing the License Role of an existing Person, within the Admin > Persons tab.

An Administrator may also complete their own Timesheets and Expenses, using those tabs.

An Administrator may also work as a Project Manager, using the Clients, Projects, Tasks and Approval tabs.