If you share responsibilities for your account with another rep or relationship manager, you can add that person to your account so they can see all the locations and settings that you've configured. To do that, simply follow the steps outlined below.
Step 1: Login to your account
Login to TimeTap using your username and password combination at https://backoffice.timetap.com.
Please note: If you are a general administrator (like Marty Walsh or Carolyn Mitchell) you'll want to click the "Login" button next to the child account that you are logging into to add the staff to.
Step 2: Go to Settings > Staff and click the button to "Add New Staff":
All staff that share the same account will be listed under your Settings > Staff view. This is also where you'll see the option to add a new staff:
Step 3: Go through the Add New Staff flow and fill out the required fields:
On the first page of the add new staff flow, you'll see the following fields:
- Staff person's full name: this should be set to whatever you want the display name for the staff to be (typically it's the person's full name)
- Security Access: You'll see two options - (1) Liberty Mutual Security Permissions & (2) Liberty Mutual Security Permissions - Location Group access. If the staff needs access to see the location groups as well, select the "Liberty Mutual Security Permissions - Location Group access" security permission. If not, select the "Liberty Mutual Security Permissions" security permission
- If you're not sure what location groups are, please read our documentation on that here:
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