As a new member you should first receive an invite email from an admin and then follow the link to join the team.
After successful login, you will see a setup wizard. You should pass through several important steps to complete registration.
1 – Sync
On the first step you will see a list of integrations that your team uses.
We assume that if your teams uses any, you likely use them as well and therefore ask to connect each account with Everhour.
If your team owner have not connected any of integrations during the signup, we assume that you don’t need one and skip this step. But you will always have an option to connect and 3rd party app in your account settings.
Just click on the Connect button to let EH do the rest of sync automatically. The sync time depends on the number of projects in your management tool.
When you sync your account, you sync all your projects, however no one will see projects / tasks unless you report time there. If you do so, such projects and tasks become visible for admins in reports regardless if they have access to the project in a management tool or not.
There are exceptions though when you can’t track time:
- We don’t sync Personal Projects and its tasks in Asana
- We don’t sync Public Repositories and its issues in Github
- We don’t sync Trello boards that do not belong to any team
- We don’t sync Pivotal projects that doesn’t allow API access
2 – Basic info
We ask to verify your personal information taken from external tool (avatar, name). This information appear in different parts of your account and helps your colleagues to see who you are.
3 – Join a team
When you came after the admin’s invite, you are not asked to do anything at this step beside hitting confirm. :))
The essence of this step is to make sure that everything is correct and you are joining the right team.
If you join on your own and we think you have affiliation with an existing team, you should send a request to join and wait for an approval.
4 – Installing browser extension
The last but extremely important step is to install our browser extension.
You won’t see any embedded buttons in your external app, until browser extension is installed and authorized. You’ll also need to authorize extension using your login / password or via API key which is listed under your profile settings.
The extension should be installed on every computer on which you work.
If your team owner did not connect any 3rd party tool when setting up your team account, we skip this step.
To see a timer in your management tool that you connect later, you will need to download and install our browser extension.
That’s mainly it!
If there is anything you might need help with, feel free to email us at
firstname.lastname@example.org any time. We are happy to help you.
Happy time tracking!