A user is anyone (a staff member, manager, administrator, employee, subcontractor) who has a WorkflowMax login that counts towards your current number of subscribers for billing purposes.
You can use the Subscription manager to increase the number of users in your WorkflowMax account.
A user meets one or both of the following requirements:
- they need to log in to WorkflowMax to use or administer it
- they need to have their time recorded against tasks that are assigned to them, regardless of whether they or someone else logs that time.
Here are some examples of users.
- Jo is a user who logs in to record her own time against tasks that she works on.
- Amy is a user because she logs in as an administrator, even though she does not record her own time against any tasks or jobs.
- Brett and Carey are also users because they are full-time employees whose time is tracked against tasks or jobs. However, they never log in to actually record this time themselves, because their time sheets are entered by Amy.
Here are some examples of people who use WorkflowMax in some capacity but are not counted as users.
- If you invite an advisor or setup partner into your account, they will be able to access your account through their Portal.
- If you invite a client contact into your account, they will be able to log in to WorkflowMax to view progress on their jobs.
Subcontractors as users
A subcontractor's time is usually incorporated into their invoice, which is then processed through the 'costs' rather than the 'tasks' area (that is, their time is not directly tracked by you); and in this case they would be set up as suppliers, not users.
If a subcontractor's time is entered and tracked in a similar way to a staff member's time (via time sheets recorded against tasks), they would then need to be set up as a user, and would therefore take up one subscription place.