This section describes how you can manage access to your account, who counts towards your subscription plan size, and the different permission levels people can have.
Additionally, you can find out what you should do when someone leaves your company or no longer needs access to the account.
Resourcing Administrators in your account have the ability to control access and cost through the number of people you are managing in your account.
Administer and add people
To add a person, you are required to include the first name, last name, and permission level. Other attributes are optional. You can invite them to the account immediately, or invite them later by going to their Profile > Edit Profile > Send Invitiation.
In order to notify the recipient, you must include the recipient’s email address and select Invite this user. By selecting the invite this user check box, you will enable login access for that team member.
People who have received or accepted an invitation count towards the number of Licensed Users in your subscription.
You can also add team members who do not have access to your account as Managed Resources. These people count toward the number of Managed Resources in your subscription.
Add multiple people at once
You can add multiple people by preparing a list in a spreadsheet program and importing that information into Resource Management. In the spreadsheet, fill out first and last names, email addresses, permission levels, disciplines, and roles for each person you want to add.
The permission levels, disciplines, and roles in this list must match your account settings for people.
Learn how to import multiple people here.
Manage freelancers or contractors
If you want freelancers to track their time on projects, you can invite them and give them a login, like other people in your account. You pay for Licensed Users with logins, so once the job is complete, you can archive that freelancer and use their license for someone else. Some customers have a few rotating seats designated for freelancer use.
If you do not need to account for the time freelancers spend and want to track their cost to the project, add them as an expense against the project budget.
To restrict freelancer access to company-wide information, set their permission level to Contractor.
You can create resources to represent meeting rooms or equipment. This way, you know when certain meeting rooms are booked and when certain pieces of equipment will be unavailable.
If you use the Smartsheet integration, each Managed Resource needs a legitimate email address associated with it.
If you are not using the Smartsheet integration, then you can create a placeholder email address such as firstname.lastname@example.org, email@example.com, etc for your Managed Resources.
Expenses cannot be tracked for Managed Resources.
Archive, modify, or delete people
About archiving people
You can archive licensed users and managed resources. Archiving users:
- Prevents them from accessing Resource Management
- Removes them from teams on your organization page
- Removes them from the schedule
Assignments for the archived person remain on the project page so a project manager can reassign any remaining work to another person or placeholder.
Resource Management saves all data for the archived person.
You can see a list of archived people in the People section of Account Settings. When you archive someone, they no longer count towards the number of Licensed Users or Managed Resources in your account.
If you regularly have contractors or temporary people who work for your organization, invite them at the Contractor permission level. Set their start and end date in the Availability section of their personal profile. When they finish the project, archive them in Account Settings to revoke their access to Resource Management.
Archived users who don't have a first and last day of work defined will continue to appear in analytics and reports. If you want to exclude an archived user from reports then unarchive them, add a first and last day of work in the past, and then archive them again.
Change a person's role
When you change a person's role, you lose all the data associated with their prior role. It's best to archive them first to keep their data, then reinvite them to Resource Management using the same email address.
- Archive the person first (see below). The archive gives you historical reporting for that role and any reporting fields.
- Add the person again, using the same email from the previous role, and updated new role and fields.
Archive a person
- Go to their page. In the top right corner, select Edit Profile.
- At the bottom of the page, select Archive.
Change a licensed user to a managed resource
To change a licensed user to a managed resource:
- On the top navigation bar select Settings, then Account Settings.
- On the left, click People.
- Select the name you want to change the status for, and then select Change to Managed Resource.
Once a person’s profile is deleted, all data associated with that person will be deleted from Resource Management and cannot be restored.
To delete a person:
- Archive the person in their profile or from the Account Settings.
- Go to the People section in Account Settings and find their name.
- Select their name to go to their profile (the green text indicates a link)
- Once you are in their profile settings, you will see the button to delete their profile at the bottom of the page.
Do this with caution, delete cannot be undone.
Resource Management: User licenses and subscriptions
Licensed Users can log in and access Resource Management.
Depending on their permission level, licensed users can have varying levels of access to track and/or approve time, plan projects, manage staffing and schedule, add or modify user profiles, and report on resource management data.
Only Licensed Users can track time on projects.
Managed Resources cannot access Resource Management.
Managed Resources are the people (or other assets, like conference rooms or equipment) you assign to projects and manage their overall schedule.
Even without login access, having Managed Resources because allows you to centralize your talent pool, so you can better answer questions such as what projects are people working on, who is over-capacity, who is available, what skills do we need to hire, who is on Paid Time Off (PTO) , and many more!
Change your subscription
Licensed users and Managed Resources are sold in separate amounts. Your current subscription levels appear on the People tab of Account Settings.
To make a change to your current subscription:
- Go to Settings, then Account Settings
- Select Billing
- Select Modify Plan
- Complete the form