Costlocker guide
  • GETTING STARTED
    • What is Costlocker and who is it for
    • Registration and Company setup
    • Quick start in 5 steps
      • 1. Add People
      • 2. Create Activities
      • 3. Create Clients
      • 4. Create Projects
      • 5. Time Tracking
    • What's next?
  • Projects
    • Managing a Project
      • Creating a Project
      • Creating a Project by Duplication
      • Auto ID
      • Tags
      • Responsible People
      • Discount on the project
      • Project Billing
      • Finishing a Project
      • Exporting the Budget
      • Locking a Project
    • Recurring project
      • Creating a Recurring Project
      • Working with a Recurring Project
      • Manually Duplicating a Recurring Project
    • Types of Budgets
    • Project Detail
      • Overview
      • Report
      • Alerts
      • Cost Estimate
      • Billing
      • Rates
      • Business Reports
      • Timesheet
      • Notes
    • Project Expenses
      • Project Expenses Report
    • Billable vs. Non-Billable Hours
  • People
    • Adding people
    • User Roles
    • Activating / Deactivating a Person
    • Salary
    • Bonuses
    • Calculating an Employee's Hourly Rate
  • Activities
    • Creating Activities
    • Activating / Deactivating an Activity
  • CLIENTS
    • Creating a Client
    • Activating / Deactivating a Client
    • Setting Default Client Rates
  • Time Tracking
    • Time Tracking
  • Timesheet
    • Daily Time Entry
    • Weekly Time Entry
    • Timesheet Views
      • Summary
      • Day by Day
      • Weekly
      • Live
  • Reports
    • Company Performance
    • Report of Finished Project
    • Workload
    • Business Reports
    • Project Expenses
    • Billing
  • Profitability
  • Your Company
    • Basic Overviews
    • Alerts
    • Overhead Costs
    • Fixed and Monthly Rate
    • Calculation of Overhead Cost per Worked Hour
    • Analysis Cost Allocation in projects
  • Settings
    • My Account
    • Desktop Application
    • Company
    • Groups
    • API
  • Applications
    • MacOS Application
    • Windows application
    • iOS Mobile Application
  • Integrations
    • Integration with Make
    • API
  • Subscription
    • Trial period
    • Switching to a Paid Account
    • Subscription Settings
    • Billing email adress
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On this page
  • 1. Adding a Person
  • 2. Fill in the Details
  • 3. Select a Role
  • 4. Set Salary
  • 5. Send the Invitation
  1. GETTING STARTED
  2. Quick start in 5 steps

1. Add People

PreviousQuick start in 5 stepsNext2. Create Activities

Last updated 4 months ago

Invite your employees and colleagues so they can track time and be assigned work. This allows you to monitor what they are spending their time on and see the profitability of projects.

1. Adding a Person

In the top menu, select the People tab and then click on Add new Person on the right.

2. Fill in the Details

Enter the first name, last name, and email of the person.

3. Select a Role

  • Owner: Has the highest permissions, manages the account subscription, and there can be only one.

  • Administrator: Has access to almost everything, just like the owner, except for the subscription section.

  • Manager: Has access to managing selected projects.

  • Employee: Can only track time, sees their own logged time in the Timesheet, but cannot view any company financial information.

For detailed information about roles, read the article User Roles.

4. Set Salary

Enter the employee's compensation method, which Costlocker will use to calculate costs and allocate them to projects. This setting can be changed at any time. For testing purposes, approximate data will be enough.

  • Monthly Salary: Standard monthly salary and working hours.

  • Hourly Rate: Payment for hours worked, ideal for freelancers.

For more detailed information, see the article Salary.

Don't forget to add your own salary. Select yourself in the People section and click on Edit Person.

5. Send the Invitation

Click Save to send an invitation to your colleague. After the regsitration, the colleague can join your workspace in the Costlocker.

If you uncheck the Send Invitation to Costlocker checkbox, you will create the person in Costlocker without sending them an invitation. This is useful if you only want to import their timesheets or if you want to try out Costlocker by yourself first. You can assign projects to the colleague without notifying them, and send the invitation later.

In the next step, we will look at creating activities...

Add a new person
Add person form
People overview