Billings Pro Help
Index

# About Workers

Workers include managers and staff members in an organization. Billings Pro has a maximum limit of 50 workers. There is no limit to the number of devices per worker. The first worker must be set up during the first run of Billings Pro Server Admin. The first worker must connect to the server from Billings Pro on Mac and complete the setup. You can add additional workers from the Workers pane of Billings Pro Server Admin.

Note: If you have Billings Pro Cloud, you may add new users from your control panel. Click here for more information.

We envision that a manager who deals with important financial data in the company would have access to use Billings Pro, Billings Pro Touch, and Timecard; whereas, a staff member who does not need any confidential financial information would have access to Timecard only.

The Project window has a "Workers" tab where you can set an approver, assign project workers, and enter hourly and/or mileage rates for the worker for that project. Only a manager with Billings Pro access can be an approver. If a project is assigned an approver, then any other manager having Billings Pro access on a different machine will also be able to approve slips for the project; hence, it's very important to choose your managers wisely. If no approver is required, then the approver must be set to "None Required."

When you import a task/appointment from Daylite, the owner of the task/appointment becomes a worker in Billings Pro and is automatically added to the list of workers. The worker name exactly matches the full name of the owner in Daylite.

## See also

About Self-Serve and Cloud Hosting

Setting up a worker on Billings Pro Server [Requires Billings Pro Server Admin to be installed on this computer.]