Account Set Up and Settings

Manage People

• Getting Started with ClickTime
• Add and Invite People
• Manage Security Levels and Permissions
• Transfer the Administrator Role
• Manage People Details
• Manage the People Lifecycle

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Manage Clients, Projects and Tasks

• Manage Clients
• Manage Projects
• Manage Tasks

Manage Your Account

• Manage Your Preferences

Accessing ClickTime (Web-app)

• Managing Your ClickTime Account
• Access to ClickTime (Logging In)

Company Settings

• Company Information Settings
• Currency Settings
• Single Sign-On (SSO) Setup
• Time and Expense Settings
• Time Entry Controls Overview
• Network Configuration

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Set Up Rates and Billing

• Rates Overview: Billing vs Cost
• Set Up Rates
• Set Up Basic Billing Rates
• Set Up Advanced Billing Rates
• Set Up Hourly Cost Rates
• Set Up Salaried Cost Rates

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Advanced Tools and Bulk Actions

• Advanced Tools Overview
• Customize System Messages
• Add Time Entries in Bulk
• Delete Time Entries in Bulk
• Find and Replace Time Entries in Bulk
• Update Leave Balances in Bulk

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Privacy and GDPR

• GDPR Overview
• GDPR Data Subjects
• GDPR Settings