Add and Manage Users

Administrators can add people to ClickTime so employees can enter time, managers can review and approve time, and administrators can help manage the account. In this guide, you’ll learn how to add a new person and choose a basic security level.

Before You Begin

Before adding a person, make sure:

• You’re logged in to ClickTime.
• You have administrator access.
• You know the person’s name and email address.
• You know what level of access the person should have.

You can update additional person details later after the person has been added.

Step 1: Open People

From the Company area, click People in the navigation bar.

The People page shows the users in your account and gives administrators access to user management options.

Administrators can also manage existing users, update permissions, and review
account access from this page.

Step 2: Add a New Person

From the People page, click Add Person.

Step 3: Enter Basic Information

On the Add New Person page, enter the required basic information for the person.

At minimum, you’ll typically need to enter:

• Full name
• Email address
• Start date, if required by your organization
• Employment type
• Division, if your organization uses divisions
• Status

If you want the person to receive sign-in instructions by email, keep Email sign-in instructions selected.

Step 4: Choose a Security Level

Open Security & Permissions and choose the security level that best matches the person’s role.

For most new users, you’ll choose one of these basic security levels:

For more detailed permission options, see Manage Security Levels and Permissions.

Step 5: Save the Person

Review the information you entered, then save the person.

After the person is added, you can return to their profile to update details, permissions, approvers, time off settings, costs, or other account-specific settings as needed.

Common Questions

What security level should I choose?
Choose the security level that matches what the person needs to do in ClickTime. Most employees are Standard users, managers usually need Manager access, and account administrators need Administrator access.

Can I update a person after adding them?
Yes. You can return to the person’s profile later to update details, permissions, approvers, time off settings, and other information.

What if the person should not receive sign-in instructions yet?
You can choose whether to send sign-in instructions when adding the person, if that option is available.

Can I deactivate a person later?
Yes. If someone no longer needs access, you can manage their status through the people lifecycle process.

Next Steps

Now that you know how to add and manage users, you can learn more about:

• Add and Invite People
• Manage Security Levels and Permissions
• Manage People Details
• Manage the People Lifecycle