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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 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 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, 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