How to give staff access to your account

In Timely, you can choose what areas of your account your staff have access to.

We recommend giving every staff member and administrator their own login, so you can control what they can see, and can be easily removed if/when they leave the business.

Check out the video now, or continue reading to find out how to:

  1. Give a staff member access.
  2. Adjust a staff member's access.
  3. Remove a staff member's access.

1

Give a staff member access

Only the account holder will be able to grant and update access to the account.

  1. Log into your Timely account as the account owner.
  2. Head to Account in the main menu and choose Staff access from the options: 

  3. Here you will see a list of all your staff members and administrators. Next to each staff member, you will see the following information:
    1. Their current access level (Full access, Restricted access or No access).
    2. Their last login date and time (if they have logged in yet).
    3. A link to reset their password.

    The staff member or administrator will need to have a unique email address added to their profile for them to be included in this list. If a staff member is missing, make sure to update the email address in their profile (Setup > Staff > Edit).

  4. If the staff member or administrator hasn't been given access to the account yet, you will see a Grant access button there: 
  5. If the staff member already has access, you will see an Edit access button here instead: 

  6. Click Grant access next to a staff member to give them access: 
  7. At the top of the page, toggle the access slider to On
  8. You can then determine what areas of the account they can access:

    Our How to restrict staff access guide steps you through the access settings in more detail.

  9. Click Save to give them access using the default settings.

This will send an email to their address, which will contain instructions on how to set up a new password. If that email hasn't come through yet, make sure to check their spam or junk folder! Find out more.


2

Adjust a staff member's access

You can make any changes to a staff member's record, whenever required. 
  1. Head to Account > Staff access.
  2. Click Edit next to the staff member.
  3. Make any changes you want to make.
  4. Click Save to apply.

Our How to restrict staff access guide steps you through the access settings in more detail.


3

Remove a staff member's access

If you want to remove or revoke a staff member's access, this can be done easily and quickly.
  1. Login as the account holder and head to Account > Staff access.
  2. Click Edit next to the staff member.
  3. Toggle their Login access to OFF at the top of the page:
  4. Click Save to apply. 

This will immediately log the user out and will prevent them from being able to access the account, or reset their password.

Important information

We don’t recommend giving a staff member or administrator access to the Account area unless absolutely necessary, as this includes billing information for your Timely account.

For privacy and security reasons, we strongly advise against sharing your account holder login details (email address and password) with other staff members.

An email address can only be used once in Timely, so if a staff member's email is added as an admin on the account already (or with another business using Timely) then you won't be able to give them access under that same address.

Still need help? Get in touch with the Support Team Get in touch with the Support Team