To create the users,


  • Log in to Salesforce as Administrator, and go to the Users tab. Click the new button and enter the user details on the screen as Name, First Name, Employee ID, Last Name, Email ID, etc., (fields marked with * are mandatory fields)
  • Click here to know more about the different types of users that can be created for tracking time.  Select the correct type of user as per your company's requirement
  • You need to create a User record for all the employees that want to track time using the PK4 TimeTracker application. This includes team members and team leads.



 


If you are using Teams in your org, create Teams and assign Users as Team Leads to the Teams


  • Click here to know more about creating teams in your org
  • Click here to know more about assigning teams to the Team Leads