Creating An Organisation User

Organisation User Number – automatically assigned as a unique identifier by the system
​Organisation Reference – Optional – record employee number, etc. here if you would like to
​Export Reference – Optional – record a reference number if required for ledger reports
​Login Allowed: If the user will be required to access the system, tick the box, this will send the Organisation User an invitation email to register a Texas account. If the user does not require access to the system, leave this box blank
​Organisation User can edit Authorised Timesheets: If this box is ticked, the Organisation User is able to edit timesheets that have been Authorised by a Client User. If the box is not checked, then the Organisation User will be unable to edit timesheets that Client User’s have authorise

First Name: Mandatory – first name of the organisation user
​Surname: Mandatory – surname of the organisation user
​Email Address: Mandatory – email of the organisation user – this is the email address their invitation will be sent to and any other notifications regarding the system
​Phone Number: Optional – record office number if relevant
​Mobile Number: Optional – record mobile number if relevant
​User Role: Optional – select user role as appropriate for what you would like the organisation user to have access to, you are able to assign more than one role if required

Roles can be stacked so that an organisation User can have multiple roles and permissions within the system
​Organisation Admin – organisation user able to create any type of record, able to make changes to any area and approve anything in the system
​Consultant – organisation user able to have commission assigned, even if a User is entered as an organisation Admin, they will also require to have ‘Consultant’ assigned to their roles
​Approver – organisation user able to approve timesheets
​Timesheet Administrator – organisation user able to access timesheets screen and create a manual timesheet
​Payment Run Administrator – organisation user must have this role selected to be able to raise remittance batches
​Sales Invoice Administrator – organisation user must have this role selected to be able to raise sales invoice batches
​Purchase invoice Administrator – organisation user able to raise a purchase order
​Reporting – organisation user able to run reports
​Expense Administrator – organisation user able to access expenses module and enter expenses
​Adjustment Authorise – organisation user able to authorise adjustment timesheets