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Setting Up a Trial Account for Your Company

 

Note: Trial Setup is available during the 14‑day Time Doctor trial for all subscription plans and can be accessed by Owner and Admin roles (Managers can be allowed to invite users).

 

TL;DR: 
 
Start a 14‑day trial from the Time Doctor website, complete the onboarding steps, invite team members, and install the desktop app to begin tracking. Manage access levels as needed and proceed to configure the company.

 

Start the Trial

  1. Go to the Time Doctor website.
  2. Select Start Trial from the upper‑right corner or fill out the form on the main page and select Try It Out.

  3. Enter Name and Email, then create a Password that meets all rules:
    • At least 8 characters
    • One uppercase letter
    • One lowercase letter
    • At least one number
    • One special character (no spaces)

  4. Complete Onboarding
    1. Follow the Onboarding prompts to set up the Company Account.
    2. Select options that match the organization’s setup and workflows.

  5. Invite the Team
    1. Use the onboarding step to invite team members who will track time.
    2. Assign appropriate access levels (e.g., Owner, Admin, Manager, Regular User, Client).
    3. Skip inviting for now if needed; invite later from Invite page in the web app.

  6. Open the Web App Dashboard
    After onboarding, access the Web App Dashboard. Expect no data initially. Data appears after users start tracking time.

  7. Open the Web App Dashboard
    After onboarding, access the Web App Dashboard. Expect no data initially. Data appears after users start tracking time.

  8. Install the Desktop App (Interactive)
    If the Owner or other members will track time:
    1. Open the Download page in the web app.
    2. Download and install the Interactive Desktop App for the operating system (Windows, macOS, Ubuntu).

Next Steps (Recommended)

  • Evaluate reports with real data after inviting at least a few users.
  • Choose the best configuration for the company or team.
  • Consider enabling managers to invite users if that suits the organization.

 

Troubleshooting & Tips
  • If the Invite step was skipped during onboarding, add members later from Invite in the web app.
  • For owners/admins who plan to track time, install the desktop app immediately after sign‑up to start collecting data.

 

 


 

 

Should there be any inconsistencies or concerns regarding the article, contact support@timedoctor.com for prompt assistance.