Embedded Files
Manage Accounts
How do I create users?
Go to the Users menu.
Click on the action button.
Click on the Add New User option.
Manage Users
How do I configure users?
Click on Manage/Users.
Go to General settings.
Under the general section, enable or disable the settings you want the desktop tool to follow for this user.
Enable Webcam: Enable this if you want to capture a webcam image of a remote user.
Enable Snap Server: Enable this if you want to capture the screen of a remote user.
Enable Pause Option: By enabling this feature, your remote user will see an option to start or stop the tool.
Enable Project Screen: By enabling this feature, your remote user will see the project selection screen after logging in. This is useful if you want to track total time spent on a project basis.
Enable Memo Screen: By enabling this feature, your remote user will see a screen every 30 minutes to enter the task description. This is useful if you want to see which task is currently ongoing.
Enable Auto Login: Enable this feature if you want to run the desktop tool in silent or background mode.
System Tray Icon: Toggle to show or hide the system tray icon of the desktop tool.
Audio Recording: Enable this feature if you want your remote users to record calls made using their desktop.
How do I set tracking hours?
Click on Manage/Users.
Go to Tracking Hours settings
Under the Tracking Hours section, you can track users all days or by entering a custom start and end time for each day.
From Custom Options, you can set the tracking time manually.
How do I configure the manager and team?
Click on Manage from the menu.
Select Users from the drop-down submenu.
Click on the Add new users button.
Select role as team leader from the dropdown.
Add username, email, name, and password.
Scroll down the page. Click on the User Privilege option and assign the project.
Click on Users and select the particular project to get a user's list of that project.
To assign users, click on the user in the left panel (if multiple, press SHIFT and click on multiple users).
Once the user is selected, click on the > or >> icon.
The selected users will appear in the Project Users.
To assign users, click on the user in the left panel (if multiple, press SHIFT and click on multiple users).
Once the user is selected, click on the > or >> icon.
The selected users will appear in the Project Users.
How do I import or export users?
Click on Manage/Users.
Click the Action button on the right top.
Click on the Import/Export option.
For Import Users: Click on the Import Users option to download a sample template.
Fill in the correct data inside the Excel file columns.
Click on the import users option to import users.
For Export Users: Click on the Export Users option, and the Excel file will be downloaded. .
How do I invite users?
Click on the User Profile icon.
Click on Invite Users.
Enter your name and email, and click the Submit button.
Until the user receives an email, the invitation will exist in Pending Invitations. Once the user accepts the invitation, the pending list will be cleared.
How do I update mapping?
Map Users is to assign team leaders and managers to employees.
Click on Manage Menu/Users.
Click on the action button.
Click on Update Mapping.
Click on the Action button.
Click on Download Template.
Update the downloaded .xlsx file with Team Leader and Manager employee IDs and names.
Save the .xlsx
Click on Map Users and import the .xlsx
How do I delete employees in bulk?
Download the template.
Enter the employee's email address if you want to delete employees from TeamOB.
Save the file.
Click on the Upload CSV button.
Once uploaded, the system will delete the employees.
How do I set the user as inactive?
Click on the Manage/Users menu.
Toggle the status button to OFF for inactive users.
Manage Departments/Clients
How do I set departments/clients?
Go to the Manage Menu.
Click on the Departments menu.
Click on the Action button. Click on the Add New Department option.
You will see a form like the one below.
Choose the department name of the owner of this project.
Enter the project name.
Enter the start date of the project.
Enter the expected end date of the project.
Press Submit.
Manage Teams/Projects
How do I set teams/project?
Go to the projects menu.
Click on the Add project button.
You will see a form like the one below.
Choose the department name of the owner of this project.
Enter the project name.
Enter the start date of the project.
Enter the expected end date of the project.
Press Submit
How do I assign employees to teams/project?
You can assign employees to teams or projects as follows:
1. Edit the project and select the employee name from the left panel, then click on the right arrow to shift to the right panel.
2. And if you want to remove it, click on the employee name from the right panel and click on the left arrow.
3. Click on the Submit button.
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