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Learn how to add a new client, archive and activate existing ones and what type of access each user type has.
How can I modifiy guest priviliges?
Guest are able to: View projects/tasks/time reports/invoices/estimates shared with them View upcoming milestones Create new Discussions and comment inside them You can, however, give them extra rights from Guest settings → Privileges like the ability to: Add tasks on their own Guest user permissions/guest user priviliges Guests CAN’T: Be assigned to a task, nor as
How do I add or invite a guest user?
Guests are a new type of user that allow you to give your clients (or any stakeholder) visibility over a project and its progress. To add a guest, go to the People module (sidebar menu) → Guests → Add guest. How to add a guest in Paymo NOTE: Guests are not assigned to a client, as they can range from clients to sponsors, suppliers, or temporary contract workers.
How can I share work with guests?
If you want to share an item in Paymo with a guest, always look for the Share box with sharing settings. The orange eye icon will then show you the number of guests the item has been shared with. Sharing access in Paymo How to share a project with a guest To share a project with a guest, click on the Assign users area (top right corner) → Search the existing guests → Selec
How do I add or invite a team member?
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 le
Types of users in Paymo
For security and privacy reasons, there are 4 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, ma
How do I modify user privileges?
Admin: you need to go to Users (left menu) → select a user → Edit user (gear icon on top) and check the Has admin privileges option. Project manager: you need to go to Users → select a user → Projects tab → Assign projects, then select the desired projects and check the option to set the use
How do I set up user hourly rate?
You can set a user hourly rate by going to Users (left menu) → select a user → Edit user, then set the price/hour rate. NOTE: The user hourly rate is the default rate used for Time&Materials projects unless you select a different billing priority rate.
What is the Booked Legal Leaves widget?
Each user has a number of maximum leave days per year. To view the remaining leave days for a user, go to Users (left menu) → select a user → Overview → Booked legal leaves. NOTE: The unpaid leave days In order to set the total number of legal leave days per user, click on the gear icon on top to access the User Settings → **An
What is user performance?
If you go to Users → Select a user → Monthly Performance, you’ll notice that each user has a monthly performance graph. The monthly performance represents the percentage of total hours worked/tracked in Paymo from the maximum available hours (workday length multiplied by number of work days). If you’re viewing a current month’s performanc
How does the user leave planner work?
If you go to Users (left menu) → Select user → Leave planner you will be able to select the desired days off like sick days or holidays for a particular user. To add a day off, you can either click on Add Leave or simply on a date. A pop-up will open where you can select a date range, the [leave type](/en/article/how-do-i-set-up-leave-
How do I set up a user's timezone?
To set the user timezone, either go to Users (left menu) → Select user → Edit user (gear icon on top) → Timezone. Or click on your profile picture (bottom left corner) → My Settings → Regional & Language Settings → Timezone to set your own one. !(https://storage.crisp.chat/users/helpde
What is the user activity feed?
If you go to Users (left menu) → Select a user → Activity feed you will see the latest activities performed by that user, like new tasks, new clients, new comments, new invoices, changes made on projects, etc. Projects work in a similar fashion, each one with their own Activity Feed. To access it, go to [Projects](https://app.paymoapp.com/
How do I archive a user?
If someone leaves the company or you simply don’t wish to give a user access to Paymo anymore, but still wish to keep their data, archive that user. To do so, go to Users (left menu) → Select a user → Set User Status (on top) → Archive. The user becomes “archived” or “inactive”. This action will also free up a user spot in your subscripti
How do I delete a user?
If you don’t intend to keep a user’s data and want to free up a user spot, you can delete the user by going to Users (left menu) → Select user → click on the 3 dots → delete the user. This will delete all their associated time entries, comments, discussions, tasks, files, and milestones. So if you still need their data, it would be best to