The first step in getting established in FunctionFox is to set up the rest of your team.
FOX TIP: Adding Project Managers in FunctionFox allows you to sort and filter projects in FunctionFox. Project Managers can also choose to recieve certain email notifications regarding projects they manage.
After you click 'Save New' you will see your personnel entry saved in the table below. Once you are ready to have your personnel start accessing the account, go to Tipes/Links > Notify Personnel and select which users to email login details to.
FOX TIP: Looking to make a quick edit to personnel details? Many of the tables within FunctionFox use in-line editing. Hover over the personnel table to see which fields can be updated in-line.
When a user no longer requires access to your account, we recommend that you archive that user. This can be done be going to Tips/Links > Archive Personnel and checking the box beside the user in the archive table. This allows you to retain all their historical data while removing their login access.
Access levels allow control of the features and pages that users can access. Choose from one of the four default levels or customize your own:
Admin: Access to all features and personnel data.
Level 1: Access to all features except CEO Desktop, Personnel and Contact Info
Level 2: Access to create projects and assign work. Access to reports but monetary values hidden,
Level 3: Most limited view: intended for basic time tracking. No access to reports, project setup, or ability to view monetary values.
You can add further customization to your access levels by going to Personnel > Access Levels. Learn more about Access Level customization in our Become A Champion series.
Now that you have reviewed how to add personnel into FunctionFox, you can set up: Tasks