You'll begin your free trial as the only staff member, but you can invite more staff later, if you wish to include other team members in your evaluation.
What to do
To change your own staff record, go to > Settings > General Settings > Staff and click on your name.
The staff base rate and staff billable rate are set to 0 (zero) by default, so you'll need to update these settings for realistic billing and reporting during your free trial.
- Base Rate. The staff base rate reflects the cost to your business of an hour of your time. It is not simply your hourly rate but needs to include an allowance for other costs such as annual leave, superannuation and sick leave. For your free trial, specify a value such as $50 to use for reporting purposes.
- Billable Rate. The staff billing rate is the cost to your client of an hour of your time. For your free trial, specify a value such as $80 to use for reporting purposes.
You don't need to change any of your security privileges now, but when you invite staff, you'll need to decide which areas you want to allow them to work in and set their privileges accordingly.