Q: How do I delete my account?

<img src="https://storage.crisp.chat/users/helpdesk/website/15fc8bcca40f710/faaa40f9-f175-4f09-ae88-356b8b_8z2kfl.png" alt="" /> To delete your account, click on your profile picture (bottom left corner) → Company settings → <a href="https://app.paymoapp.com/#Paymo.module.companysettings/">Company details</a> → Delete company. NOTE: Once you delete an account, there’s no way to get access to that data again, so proceed carefully!

Question 1

Types of users in Paymo

Accepted Answer

For security and privacy reasons, there are 3 types of users in Paymo.

1. Admin - has access to and can control all the company-wide data, such as:

Financial information: accounting; project and task billing rates, hourly budgets, and costs; unbilled AR
Client data
Company settings
Time entries
Time reports
Bookings (Team Scheduling)
Leave Days

2. Project manager - by default, they can:

Manage the entire project they've been assigned to
Add, manage, and view time entries for the project team
Add, manage, and view time reports for the project team
Add, manage, and view bookings for the project team
View leave days for the project team

NOTE: They cannot add projects, nor see the project billing rates, hourly budgets, and costs unless given these extra priviliges

NOTE: If you're a project manager and someone from your project team is assigned to another project to which you're not assigned to, you can still view their availability (without the bookings) in the Team Scheduling module.

3. Regular user - is limited to the tasks they've been assigned to. That's why they can only:

Add tasks for themselves
Add and view discussions at a project level (under Discussions
Add and view files at a project level (under Files
Add, manage, and view time entries for themselves
Add, manage, and view time reports for themselves
View (but not add, nor manage) bookings for themselves
View th

Question 2

How do I add or invite a team member?

Accepted Answer

Collaborate together with your colleagues once you invite them in Paymo.

How to invite/add team members

You can add a new user by clicking on Users (left menu) → Add User.

A window will pop-up, where you can define their:

Name
Email address
Role
Week start
Workday Length
Timezone
Hourly rate
Annual leavel

As well as the privileges they have in Paymo. After you click Save User, they will be notified by email and will be able to set their own password and login.

Alternatively, you can invite a user when you go to Projects (left menu) → Add a project from the Assign Users section or assign an existing one (as long as they're assigned to the project in the first place).

You can also add them from the Quick Add button as long as you're an admin:

How to change the user count

During the free trial you can add an unlimited number of users. Afte

Question 3

How to use project and task reminders

Accepted Answer

When creating or editing a project, you have the option to set a fixed time budget and toggle on the email alert to receive notifications when a certain threshold from the project budget has been reached/tracked.

NOTE: The email notification will be sent to the project managers of the project.

You can set a time budget reminder at a task level as well. Just hover over a task → **Full task details

There's also a Due Date Alert option to be notified a couple of days before the task due date.

NOTE: Emails will be sent to the assigned users and the project managers.

Question 4

How do I delete my account?

Accepted Answer

To delete your account, click on your profile picture (bottom left corner) → Company settings → Company details → Delete company.

NOTE: Once you delete an account, there’s no way to get access to that data again, so proceed carefully!

Question 5

Interface and overview

Accepted Answer

After your first login you will notice that there are 5 main sections:

1. Search box

Helps you to easily find projects, clients, tasks, files, invoices, estimates and so on, based on the keywords you type in.

2. Home Screen

Acts as command center for all your task management activities, giving you access to My Tasks, Team's Tasks and the Dashboard.

My Tasks shows all the unassigned tasks and the ones specifically assigned to you. Team's Tasks groups all the tasks from all the projects in one place, offering you a bird's-eye view of what everyone is working on. While the **

3. Navigation menu

Where you’ll find most of the data like clients, projects, tasks, invoices, users etc.

4. Web timer

Designed to help you track time for specific projects and tasks. You can undock and reposition it on the screen by clicking on the arrow in the top right corner of the timer. If the timer is running and you close the tab or browser, it will continue running until you stop it.

5. Settings section

Can be accessed by clicking on your name (bottom left corner). There you have access to your Subscription and Billing settings, User settings

Question 6

Add task lists

Accepted Answer

Add task lists

To add a task list inside a project, go to the Tasks area of a project and either:

Click on the Add task list button on the bottom of the task list, OR
Click on the Add task list button between task lists (this appears when you hover over that particular area), if you want to add one in-between.

Add tasks

To add tasks to a task list, use the:

Add task button (top left) then continue using Enter/Return to enter new ones, OR
Go to the desired task list and click on Add task from there, OR

From the **Quick Add Button

Add multiple tasks at once

Create multiple tasks at once. Just copy and paste multiple lines of text into the Add Task area of List or Table View, then Paymo will create a separate task for each line.

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