To enable a new user to start collaborating, please follow these steps:
- In the navigator at the bottom left corner, open the employee addition window (Add – Add Employee), or open the employee directory in LeaderTask (hotkey F8) and click on the ‘Add Employee’ button.
- Enter the new employee’s credentials (name and email).
- Inform the employee of the email they should use to log in to LeaderTask. Additionally, an email with login information and download links for the applications will be sent to the email address you provide.
To remove (terminate) an employee, follow these steps:
- In the navigator, scroll down to the employee you want to remove, right-click on the employee, and select ‘Delete.’ Alternatively, open the employee directory in LeaderTask (hotkey F8), right-click on the employee you want to remove, and select ‘Delete.’
- After clicking the button, an additional menu will open to confirm the deletion. You need to select a new owner for tasks and projects.
- Choose a new employee from the dropdown list of all employees.
- Click the ‘OK’ button.
Please note! Adding and removing employees in the program can only be done by the account administrator. To determine the account administrator, open the ‘Account’ window (Main Menu – Account) and find the line ‘License Owner.’ The administrator’s email address is specified in this line.”
