Team sync requires the Business Edition

Team sync is specifically designed to let teams easily share data. If you have different group responsibilities, you can limit projects to only people in those sub groups.

Inviting Team Members

Simply make a new project (New—> Project menu) or edit an existing project (Edit—>Projects menu). Then click Add Team Members. Enter in the email of the person you want to share with or select an existing shared project to share out to that same team. You can enter multiple emails at once. If they already have OfficeTime, the project will appear in their copy. If they don’t, they’ll be invited by email to create an account and download.

Unless the recipient already has a paid account, your account will be updated to add another team member and you’ll be billed for the remainder of the period for the new person. Should you later remove the team member, your billing account will be credited.

We recommend the team lead/admin do the project sharing but anyone can do it. The person who adds team members to a project takes ownership and is the only person that can add or remove members.

Permissions

If you untick “See Team’s Time”, the team member will only see his or her own time.

Otherwise, they’ll see all team members time for this project however they can hide others from their day to day timesheet by going to the OfficeTime preferences, general and choose the “HideOther Team Members” option. The full team will still be visible in reports.

Untick “See Rates” to hide financial information from team members so that category rates are not shown, the project budget is hidden and the Client, if any, is hidden.

If an edit is made to someone’s time, it will be updated for everyone.

Sharing Categories

Any categories used now or later in the project will be automatically shared so normally you won’t need to do anything.

You may wish to share out extra categories by clicking the Share Categories button on the project sharing screen. It’s not needed to share categories already in use in this project.

Sharing Multiple Projects

You share out many projects to a team of people quickly.

Choose Edit->Projects menu and select some projects. Hold the Shift or Command (Mac) / Control (PC) key to select multiple projects. Don’t use the checkboxes on the left.

Now click the Share button and share like normal.