Team/Account Management
Video guides for team management in MinuteDock.
13 articles
- Video — Convert a Project into a Contact (or vice versa)Convert a Project into a standalone Contact in MinuteDock, or turn a Contact into a Project, without losing your Time Entries.
- Video — Manager Users & PermissionsSee what a Manager user can and can't do in MinuteDock, and how to assign the Manager role.
- Video — Manage API Access & Personal SettingsWalk through your personal Profile settings and create or manage API access tokens from the Access Tokens screen.
- Video — Connect to a Xero AccountConnect MinuteDock to Xero so you can send invoices and time to your accounting file.
- Video — Add a New User to MinuteDockInvite a new teammate into MinuteDock so they can log time and access your account.
- Video — Remove a User From MinuteDockRemove a User from your active MinuteDock team while keeping their time history.
- Video — Recover Lost PasswordRequest a password reset link from the MinuteDock login page and recover access to your account.
- Video — Change Your Login DetailsUpdate your MinuteDock email address and password from the profile screen.
- Video — Connect to a QuickBooks AccountConnect MinuteDock to QuickBooks Online so you can send invoices and time.
- Video — Export Data From MinuteDockLearn via video how to export your data from MinuteDock in csv/spreadsheet files.
- Video — How to use Pins (Overview)Learn how the different pinning options function, and how you can pin just for particular people rather than the entire team.
- Video — Roles (Overview)Use Roles in MinuteDock to manage billing rates, permissions, and integration settings across groups of Users.
- Video — Use MinuteDock with an AI AssistantLearn how you can log time, run reports or review timesheets with natural language by chatting with your AI after connecting it to MinuteDock