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Configure eHour

After logging in as an admin you arrive in the system configuration menu.

On top of the screen is the main menu with two dropdowns, manage and system. More navigation options are available depending on the roles your account has.

The system configuration is divided into 4 tabs. Most of the options are self-explanatory. Take note that you need to fill out a mail server to be able to send mail.

Press save to store the configuration.






Create users and projects

After updating the configuration it's time to create some users and projects.

Users are organized into departments so you need to create a department first. In the administration section, create a department by clicking on Departments and fill out the form on the right. Choose a descriptive name and a short code, for example IT or HR.

Now that you've created a department you can add users to it. Click on Users and fill out the required fields. Each user can have one (or more) of the following roles:

  1. Consultant's can track hours
  2. Administrator rights gives access to the admin section: add/remove users, departments, customers & projects
  3. The Report Role gives access to global reporting where you can get aggregate reporting on all customers and users


(warning) Don't forget to change the default password for the admin account. To do so, locate the Admin user in the list of users and click on it to edit. Fill out a new password in the form.


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Now that you've created the users it's time to define the customers.

Click on Customers to add some customers.

Users are assigned to a project, which in turn are assigned to a customer. When adding a project you see your previously created customer appear in the dropdown.

With the customers, projects and users in place you can now assign users to a project. To do so, click on assignments.

Select the user you want to assign a project to. After you've selected the user you can assign him/her to a project by filling in the description (Developer/project manager/etc), hourly rate and start and end date. When you've added the project assignment you'll see it appear in the list above the form.