Clockwise makes it easy to visualize your Clockwise experience through the Admin panel.
In this article, you will be able to learn about the following options in the Admin Panel:
To access the Admin Panel:
- Click on the menu icon to open up the menu options
- Scroll down and Click on Admin Panel
A new tab will open with the admin panel in your browser. Your admin panel contains four sections you can use to manage your account.
The Overview area shows you at a glance the activity for your Clockwise account. Here, you can see how many active users are using Clockwise, along with stats on Schedule Assists and Smart Holds. From executives to teammates looking to learn more about the use of Clockwise across your organization or team, this is the one-stop-shop experience for you.
What this data visualization tells you:
This visualization provides data on Active Users, Schedule Assists, Focus Time, and Conflicts Resolved from the current bi-weekly cycle and the past 12 months. Here are a few considerations about the information:
- Active users are always up to date based on the day you access the data.
- Each bar represented in the dashboard is a schedule assist indicator for a bi-weekly cadence
- Active users by function and by roles are derived from onboarding so if your users don’t select their role during onboarding, they will not be represented on the graph.
This is a list of all Clockwise users and non Clockwise users within your organization. You can sort to only see a list of users by clicking on Status or searching for a colleague's name in the search bar. You also have the convenience of directly inviting teammates to join from the members tab.
Plans and Billing
This is where you can manage your Clockwise billing details. If your org or team is on a free plan, you will see that here. Paid plans can make changes like updating payment credit card and the billing email on file for invoices as well as downloading previous invoices.
*For Pro accounts, anyone on the team can assume the responsibility of being the admin for the team plan by clicking on the Billing details link. That will allow you to update the credit card on file as well as the billing email.
*For Business accounts, only the designated admin on the account can make changes here to the billing details. Please reach out to firstname.lastname@example.org with any further questions or help making changes for the billing details on the account.
This gives you access to any organization settings like integrations set up in Clockwise. At the moment, you can only view but not make any changes in this view. If you wish to make any changes, you can see who is the integration admin to contact for these changes.
Can I download any of the reports I see in the overview tab?
Currently, the ability to download or print reports is not available. Stay tuned for those updates in the near future
Can I edit the dates on the report?
The ability to change the reporting date range is not currently available. Please stay tuned for updates in the near future.
How can I find the admin on my account?
For Free users, anyone on the team can assume the responsibility of an admin. If you have any further questions about what you want to get those or the reason why you would like to be an admin on the account, please reach out to us at email@example.com
For Pro accounts, clicking into the billing details will tell you who is currently the billing admin for the account. You can easily change this in the same view if you wish to assume responsibility as an admin on the account.
For Business users, you will not be able to access this information through the admin panel so please reach out to firstname.lastname@example.org for this information.
If you have any questions or feedback, please email us at email@example.com