A default admin account was created when you installed the database scripts. Login with username admin and passwordadmin.
First change the global configuration to match your needs. After logging in click on configuration. Change the From address and SMTP server so that mail can be sent.
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:
- Consultant's can track hours
- Administrator rights gives access to the admin section: add/remove users, departments, customers & projects
- The Report Role gives access to global reporting where you can get aggregate reporting on all customers and users
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.
Now that you've created the users it's time to define the customers. Click on Customers to add some customers.
You cannot assign a user directly to a customer, you have to create a project first. When adding a project you see your previously created customer appear in the dropdown. A project can only have on customer (one customer however can of course have multiple projects).
With the customers, projects and users in place you can now assign users to a project. Click on assignments.
First you need to 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.
Congratulations, the first user can now track time for this project!