PK4 TimeTracker supports the following types of users:
- Individual User
- Personal User
- Team User
- Kiosk User
Let's look at each type of user and related functionality in detail.
Personal User: A Personal User needs to first clock in before they can check-in. Using the mobile app or the Chrome Extension, such a user will see a Clock In button and will be allowed to check-in only after they clock in. For example, let's say you have someone working in the field on various tasks, each of which they need to track as check-ins. But they also travel, so their check-ins typically start and end before they travel from one location to another. In that kind of situation, setting them up as Personal Users is ideal. Also, if you're planning to use PK4 TimeTracker data for hourly payroll, setting people up as Personal Users makes a lot of sense, since you will know how long someone needs to be paid for (clock-in to clock-out), regardless of what tasks they performed when clocked in.
Click here to see the steps within Salesforce to create a Personal User.
Individual User: An Individual User is someone who only needs to check in and out of work, without needing to clock in and out for the day. People like Financial Planners, Lawyers, Consultants - pretty much anyone who needs to track time to specific tasks. This option is best when you don't need to know how many hours someone spends at work, but you do need to know how much time they have spent on different projects/tasks/cases/whatever.
Click here to see the steps within Salesforce to create an Individual User.
Team User: A Team User is someone that is part of a team and will not log into PK4 TimeTracker individually. In this scenario, only the Team Leader logs in to PK4 TimeTracker and clocks themselves/team members in and out. When the team Lead starts a Job, all clocked-in members of their team are automatically checked in. When they stop a job, everyone is checked out. This is great for businesses like construction and installation teams, where only the Team Lead uses the PK4 TimeTracker app but the members in the team are available within Salesforce, for reporting purposes (payroll, invoicing, etc).
Click here to see the steps within Salesforce to create a Team User.
Kiosk User: A Kiosk User is someone that can clock in/out and check-in/out multiple users in the org. This would be someone working at a front desk, for example. Typically, you would set up a device at the entrance of an office, warehouse or other such location and log into it using the ID of a Kiosk user. People would walk through and mark their clock-ins. This mechanism could also be used inside a workspace as a common device for people to check in and out at - for example, on a manufacturing shop-floor. The list of people shown on each device can be configured separately.
Click here to see the steps within Salesforce to create a Kiosk User.
You will have users who need to use PK4 TimeTracker within Salesforce, of course. For such users, the user-type does not matter at all. We do suggest that you create them as Individual Users and add them to the Manage License list for tracking time in Salesforce. Click here to know more about adding such users.