Enable Commissions

To enable commissions and access commission reports:

  • Go to the Account tab
  • Go to the Settings tab
  • Enable the Enable Commissions? check box

Account Settings (2)

 

 

  •  Provide the required values in the Fixed Holdback Amount Per Invoice and Percent Holdback Per Invoice fields

To specify the commission settings for a timekeeper:

  • Go to the Account tab
  • Go to the Professionals tab
  • Search for the desired professional. On the professional’s Profile tab, specify the desired values in the Commission PercentCommission Manager and Commission Manager Percent fields

Commission

Timekeepers Setup

Watch our video tutorial

 

 

You can setup new timekeepers under the Account tab:

  • Click on the Account tab.
  • Click on Professionals.


 

  • Click on New Professional.




  • Fill in the form fields, specifying the timekeepers’ First Name, Last Name, Email, Username, Password, Confirm Password, and Default Rate.


 

  • Click the Save button to display additional information fields for your new timekeeper.


 

  • You will now be able to view and make changes to the timekeepers’ First Name, Last Name, Email, Username, as well as change Password.

 

  • You can change their status between Active and Inactive.

Note: If a timekeeper is made inactive, you will not be paying for that timekeeper.

  • You can assign the type of profession you want to assign to them, either Timekeeper or Support.

Note: Timekeepers can enter time and expenses for themselves, or any other timekeepers you have given them permissions for. A Support person cannot enter any time for themselves, but they can enter time for any other, or all, timekeepers if you give them permission to do so.

  • You can view and change the Default Rate assigned to the timekeeper.


 

  • Click Save before you move onto the next tab.

 

  • Under the Contact tab, enter the timekeepers’ Office Phone and Address. Click Save.

 

  • Under the Permissions tab you can choose to make a user a full Administrator.

Note: If you created the TimeSolv account, you are already an administrator by default.

  • For all other non-administrator timekeepers, you can set all the different types of access you want them to have under the Permissions tab. The drop down options for each field will show you options between allowing access, not allowing access, or allowing restricted access for the relevant fields.

 

  • You can allow the timekeeper to Update Billable Type by specifying time entries as billable, non-billable, or no charge, when they enter time.

 

  • You can allow the timekeeper to View and Override Default Rate assigned to them.

 

  • Click Save to complete the changes to your newly created timekeeper.

Create New Professional/Timekeeper

To add a new user to your TimeSolv account, go to the Account tab and select Timekeeper (Professional)

Timekeeper

 

Enter the information for the new user. All information in this window is required.

 

All usernames need to be unique. All passwords must be at least 10 characters long and contain letters and numbers.

 

new user2-rev

 

Once all fields have been populated, press save and the new user’s information will be displayed.  Update any of the additional information as needed.

new user3-rev

 

You have the ability to modify permissions as required.  Most permissions can be set to All Access, View only, or No Access.

new user4-rev

 

How to save your Login ID and Password – PC Users

Method 1: Verify That AutoComplete is Turned on

View the Content tab in the Internet Options dialog box to confirm that AutoComplete is turned on. To do this, follow these steps:

  1. Start Internet Explorer
  2. On the Tools menu, click Internet Options
  3. Click the Content tab
  4. Under Personal information, click AutoComplete
  5. In the AutoComplete Settings dialog box, select the User names and passwords on forms check box (if it is not already selected), select the Prompt me to save passwords check box (if it is not already selected), and then click OK
  6. Click OK again to close the Internet Options dialog box

Restart Internet Explorer, and then determine if the problem is fixed. If this did not fix the problem, proceed to the next method.

Method 2: Verify That the Protected Storage Service Is Running

Verify that the Microsoft Windows 2000 Protected Storage service is running. If the service is running, stop and then restart it. To do this, follow these steps:

  1. Click Start, and then click Run
  2. In the Open box, type Services.msc, and then click OK. The Services snap-in appears
  3. In the Name list, locate Protected Storage. Note the Status column. If Protected Storage is running, Started will appear under Status
    • If Protected Storage is not started, start it. To do this, right-click Protected Storage, and then click Start. The Protected Storage service starts
    • If Protected Storage is started, stop and then restart it. To do this, follow these steps:
      1. Right-click Protected Storage, and then click Stop.NOTE: If you receive a Stop Other Services message, record the names of the other services that will be stopped, and then click Yes. The Protected Storage service stops
      2. Right-click Protected Storage, and then click Start. The Protected Storage service startsNOTE: If you received a Stop Other Services message in step a, start the other services that were stopped. To do this, right-click each stopped service in the Name list (for example, World Wide Web Publishing Service), and then click Start
  4. Close the Services snap-in

Restart Internet Explorer, and then determine if the problem is fixed. If this did not fix the problem, proceed to the next method.

Method 3: Register RSABase.dll

This problem can occur if RSABase.dll is incorrectly registered. Use the following steps to reregister RSABase.dll:

  1. Click Start, and then click Run
  2. In the Open box, type Regsvr32 /u RSABase.dll, and then click OK. The following RegSvr32 message appears:
    DllUnregisterServer in RSABase.dll succeeded
  3. Click OK
  4. Click Start, and then click Run
  5. In the Open box, type Regsvr32 RSABase.dll, and then click OK
  6. The following RegSvr32 message appears: DllRegisterServer in RSABase.dll succeeded
  7. Click OK.

Restart Internet Explorer, and then determine if the problem is fixed. If the problem is not fixed, proceed to the next method.

Method 4: Create a New User

Verify that the user account is not corrupted. If the preceding methods did not fix the problem, create a new user, and then add that user to the Administrators group. Attempt to save user names and passwords when you are logged on as the new user. To do this, follow these steps:

  1. Click Start, point to Settings, and then click Control Panel
  2. In Control Panel, double-click Administrative Tools

How to save your Login ID and Password – MAC Users

Instructions

Things You’ll Need:

  • Safari Web browser
  • Internet access
  • Macintosh computer with OS X

Set Your Passwords Preferences

1.    Step 1

Open up your Safari Web browser and choose ‘Preferences’ from the Safari pull down menu<image001.gif>.

2.    Step 2

Click on the heading ‘AutoFill.’

3.    Step 3

Click on the box next to ‘User Names and Passwords.’

4.    Step 4

Close the ‘Preferences’ window.

Save Your Passwords

5.    Step 1

Go to a Web page that requires a password and enter in your chosen password. Safari will then ask if you would like to save this password.

6.    Step 2

Click on the button ‘Yes’ in order to save the password.

7.    Step 3

Complete steps 1 and 2 for any other passwords that you want Safari to remember.

Read more: How to Manage Passwords With Safari | eHow.com https://www.ehow.com/how_2033316_manage-passwords-safari.html#ixzz0uLRPAQ89