Managing Users

Go to Settings > Users to manage your company's workforce.

The Users list, showing each person's employment type, role, and last login — Settings → Users. Filter by type, role, or department, and toggle Show inactive to include former employees.

Adding a User

The Add User dialog with name, email, role, employment type, and group — Add User. Role and employment type drive what the person can do and which policies apply; the group determines who approves their timesheets.

Admins, Owners, and Finance users can click Add User and fill in their details:

Name and email — Required fields.

Role — User, Finance, Operations Support, or Admin (see the Roles & Permissions article for details). Finance users can only pick User or Operations Support; Admins and Owners see the full list.

Employment type — Employee or Contractor. If Contractor, you can assign them to a contractor company.

Department — Optional, for organizational grouping.

Hire date — Optional, for record-keeping.

When you create a user, you can choose to send an invitation email that lets them set up their account and log in.

If it never arrives, or the person deletes it, you can send it again at any time: the Users list marks anyone who has

not signed in yet as Never signed in, and their detail page has a Resend invite button.

The invitation takes them straight to the account-creation form with their email address filled in — they choose a password there, and after that they just sign in normally. If someone says they were invited but can't sign in, it is almost always because they clicked Sign In instead of setting up their account first; resending the invitation, or sending them to the First time here? Create your account link on the sign-in page, resolves it.

Bulk Import (CSV)

Admins and Owners can click Import CSV to add multiple users at once. Clockwise provides a downloadable template with the expected columns, and the import can email every new user their invitation for you. See Importing Data (CSV) for the columns and the rules.

Editing a User

Click any user in the list to view and edit their details. From the user detail page you can also:

Assign charge codes — Control which codes this user can log time against, with optional start and end dates.

Manage leave balances — Set allocations and adjustments by leave type and year.

Change their group — Move them to a different approval group.

Search

Use the search bar to filter by name, email, or department.