How to give staff access to your account

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

We recommend giving every staff member and administrator their own login or pin access, 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.

Manage your staff's access to Timely

To give a staff member access to Timely, head to Account > Staff access. The account holder has default access to this page, but you can also give this permission to your staff.

On the Staff access page, you will see a list of all your staff and administrators as below:

For each staff member, you will see:

  • Their login email address
  • When they were last active in Timely
  • Where they have email access or pin access
  • An Edit access button to edit their access
  • Three dots which give you the options to view the Activity log for that staff member or reset their password

Give staff access to Timely

To give a staff member or administrator access to Timely for the first time, click the Give access button:

Choose what type of login access you want to give the staff member/administrator. If you have Pin switching turned on, you will have the option to give them either pin access or email and pin access:

Once you have selected their login access, you will see further permissions available for you to set up for that staff member. Once you are finished setting up their detailed access, click Save

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.

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.

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. Change their Login access to No login access 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.

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