To use Accorto Time and Expense, a Salesforce License and a Resource record is needed.
Onboarding new users for Accorto Time+Exoense involves
- create Salesforce User (or community user)
- assign License
- assign Permission Set
- create Resource
- optionally add billing rates and costs
We provide several options to do many steps of the above in one go. You can also automatically perform these steps automatically.
You can use any (paid) Salesforce License - in addition to full licenses you can use restricted Platform, Force.com, and Chatter Plus licenses (w/o access to e.g. opportunities, cases, ..). You can use also Community and Portal Licenses (e.g. for external consultants).
In the User screen (Setup > Users > Users), you can use the Custom Link: Create/Update Resource
to create/sync Resource, assign License and Permission Set in one step:
If the link is not displayed, add the Custom Link to the User Page Layout.
You add the Accorto License manually
- Go to Setup > Build > Installed Packages
- Click on the Manage Licenses link for the Accorto package
- Add the user(s)
We provide 5 default Permission Sets - for details and setting up sharing check User Access
A resource provides the link to the User (and contact if Community User). A user can have multiple resources for billing purposes (e.g. manager and consultant on the same project).
A resource can also be not linked to a user, e.g. rooms, vehicles, etc.
To add a resource, there are multiple options
- In Tab Resource click New and create the record
- and select the user
- From User window
- Go to Setup > Manage Users > Users - and select the user
- In the Custom Links section, click on the Create/Update Resource link and a resource is automatically maintained.
(If there is no link, you can add it via Edit Layout for the user page)
- Adding multiple users
- in Accorto Tab Welcome (1)
- click on the Manager link (2)
- click the [Create Resources from Users] button and resources are created for all users who do not have a resource record. (3). Note this will not create users for Community Users.
Multiple Resources per User
You can also check/maintain the user/license/permission set status in the Resource Tab:
If a license or permission set is not assigned, a button allows you to do that directly.
You can also
- Set Permission (if missing) for all users
- Find Community Users and create Resources for them
- Fix Record Ownership (where the resource user is different from the record owner)
- Fix Allocations (where the resource user is different from the user allocated)
The latter two items help if you had to create a new user (e.g. Salesforce license changes from Community to Platform, etc.)
Use the Resource Tab maintain planning information like
- Skill Set
- Capacity in hours per day
- Days per week
- Capacity in hours per week
For Payroll Processing, maintain information like
- Payroll Code
- Payroll Period Limit (max hours to report)
- Payroll Processors
Check also Resource Pricing.