Support

Here are the preliminary steps to help you get started:

1. Sign up and activate your Timeportal® account

• sign up for a free account ( use the form on the left side of this page)
• within a few minutes, you should receive an email with a confirmation link
• click on the link (or paste the link in to your browser)
• you will be prompted to select a web address for your company
• log in to timeportal using your custom web address: https://[your_company].timeportal.ca

2. Enable / Disable Modules

• go to the 'ADMIN' menu and the 'Dashboard' tab
• under the 'Modules' section you will see a list of modules with checkboxes
• by default they will all be checked, which means that they are all active
• simply uncheck the modules that you do not want to use
• unchecking a module will only hide the tab and prevent access, it will not remove any existing data

3. Set up your employees

• go to the 'ADMIN' menu and the 'People' tab
• click on '+ Add Employee Account' link and follow the onscreen instructions to add each of your employees
• make sure to set a work province and assign a supervisor for approval purposes

4. (if applicable) Set up your clients and projects

• go to the 'ADMIN' menu and the 'Companies' tab
• click on ' New New Company' and follow the instructions to enter the client information
• go to the 'ADMIN' menu and the 'Projects' tab
• click on ' Add New Project' and follow the instructions to add the project

5. Train yourself and your employees

• all of the resources you need to setup and train your staff can be found on this page
• The basic concepts section below helps give an overall understanding of how everything fits together
• The training videos walk through how to accomplish common tasks
• The detailed help section contains a complete list of features and how to accomplish them