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When you click on this link you will be logged in as if you were that particular user. You will notice that the menu bar now contains an entry Exit User. When you click this you will be returned to your original login
Instructions for demo system users
Timesheet submission and approval using 'switch user'
- Log in as an Administrator
- Select Profiles from the top menu bar and select ‘Workers’
- Choose a contractor (I suggest Advice Note for a Limited company worker)
- Select ‘Switch To User’
- You have now switched users, you are logged in as a worker
- Using the ‘Recent Timesheets’ dashboard select a placement and select create to enter a timesheet
- Enter your hours and press ‘ Save And Submit’, the timesheet is now with the client manager for approval
- You will notice that the menu bar now contains an entry ‘Exit User’. When you make this selection you will return to your original Administrator user
- Select Profiles from the top menu bar and select ‘Manager’
- Choose the approving manager and select ‘Switch To User’
- Select the ‘Unauthorised’ tile from the ‘Timesheets’ dash
- View the timesheet by clicking the timesheet ID, enter your password to approve
- Click ‘Exit User’. When you make this selection you will return to your original Administrator user to begin billing
FAQ's
Question - How do administrators login as a manager and authorize timesheets or expenses on their behalf?
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