An administrator for ExakTime Connect is a user who requires unrestricted access to ExakTime Connect. There can be any number of administrators, and it is only limited by the number of employee licenses available in ExakTime Connect. Any person interacting with ExakTime in any fashion will consume an employee license, even if they do not track their time. If you are an administrator who is leaving the company and wants to make another employee an administrator, you will want to add the new administrator first, then have the new administrator make your employee profile inactive.
If you are also using our Core module, it is best to set up the user and username in Core first as Core is the "source of truth" for other modules and allows your employees to navigate between Arcoro modules with a single username.
Only Admins Can Add Admins
Only administrators can add another administrator to ExakTime Connect. The "Administrator" role will not be listed in the drop-down menu for non-administrators.
- Go to Manage and click on Employees.
- If the administrator is already entered as an employee, A. click the pencil icon to the left of their name. Otherwise, B. click Add Employee at the top.
- The "Add Employee" page allows you to enter a wide range of information about an employee. The minimum requirement for an Employee is their first and last name. All other informational fields are optional and can be updated later.
- The ID field can be useful if you use other systems that assign an Employee ID, such as a Human Resources or Payroll system.
- If you have another employee with the same name, you will need to differentiate between them by either entering a middle name, additional information to their name, or an employee ID.
- Specify the time tracking method for the employee. If you are unfamiliar with the options, refer to our article here.
- Timecard (punch based)
- Timesheet (time block)
- Scroll down until you reach the security role section and change the Connect Security Role to Administrator. If the employee does not have an email and username, enter them now. It is best to have the username and email match.
- Click Save at the bottom when finished. If the administrator is being set up for ExakTime Connect access for the first time, they will receive an email to confirm the email and to set up their password. This email/link will expire after 72-hours. This verification email can be resent from the employee's profile. If this needs to be done, you can refer to How to Resend a Verification Email
- After the Administrator has been added, you can make any further adjustments to their employee profile, such as:
- Viewsets - An employee's viewset determines the employees they can see within the system. By default, any newly added employee can only see themselves/their own data. For more information about updating an employee's viewset, you can refer to the following article.
- If you are leaving the company and want to make yourself inactive, you will need to have another administrator log in to ExakTime Connect and make your employee profile inactive. An administrator cannot make themselves inactive and must have another administrator do it.