7pace Timetracker Settings: Misc: User & Subscription Management

Add new users, change user roles, buy Timetracker after your trial ends, change your subscription, view invoices, and apply the Free plan.

User Management settings

https://youtu.be/ENuJXSkh5kE

User Management resides under the Settings page of 7pace Timetracker or from Azure DevOps Organization settings/(Extensions) 7pace Timetracker / Permissions).

If you are a project collection administrator, you can easily assign any of your DevOps users the permissions and user roles they require. If you have a dedicated administrator of a system, that person is no longer required to have an administrator role (or a license) in 7pace Timetracker, but can still manage users.

User roles general information

Keep in mind the following points when assigning permissions/user roles to your team members:

  • Assignment of user roles determines the information and pages accessible to the user.

  • All users who have access to 7pace Timetracker can create worklogs.

  • Users have full control over their time tracking.

  • If a worklog has been added by someone on behalf of a user (e.g. by a manager for a developer), both the manager and developer can alter that worklog the first time. However, as soon as the developer makes any changes, it can be altered only by that developer going forward. Unless, a specific role has been selected in the "Editing Time" dropdown under Settings > General > Rules, allowing that role to edit other users' time.

  • A user assigned the NONE role has no access to 7pace Timetracker. DevOps server (on-prem) users assigned to NONE can still see the 7pace Timetracker tab, but can only see a You don't have access to this feature. message if selected. They can see the 7pace Timetracker section on the work item form with the Start Tracking and Add Time buttons. Instead of the buttons being displayed, they will see a You don't have access to this feature. message. If they try to click any page in 7pace Timetracker, they will see a This door is locked message. DevOps services (cloud) users set to None cannot see the Time or the 7pace Timetracker tab or any 7pace Timetracker pages at all.

  • Changes made on DevOps server's own time management Remaining Time field are not restricted by 7pace Timetracker, even if these fields are set to be under the control of 7pace Timetracker.

Licensed users - how to view and change user roles

Clicking the blue path link, as depicted in the above screenshot, brings you to the Permissions page, defaulting to show licensed users of 7pace Timetracker.

Clicking on a user causes their current role to display (Administrator, in the example below) and a list of assignable roles to display on the right.

You can select multiple licensed users or click Select all and assign them to a new role all at once (helpful for larger teams).

When you select a user in the left panel and then click a corresponding Role in the right panel, the role that you assign to that user is immediately effective without having to save anything. The None role is an exception that asks for confirmation.

Unlicensed users - adding new users

Clicking the blue + Add Users button causes a separate window to open, displaying unlicensed users.

Select a user or multiple users, if applicable, and then, click the Assign Role dropdown arrow on the right panel.

To save your changes, click the blue Add users button at the bottom-right of the window. The window is closed and the unassigned user is now displayed in the licensed window.

How to add multiple users in ADO or Active Directory Groups

It is possible to add multiple users that belong to the same Active Directory group or Azure DevOps group.

1. On the Organization Settings > Extensions > 7pace Timetracker > Permissions page, click the Add Users button.

2. Type the name of the user group. Once selected, you can see the list of all current users that belong to this group.

3. Select specific users or use the Select all Unlicensed Users option.

4. Assign roles to the selected users that belong to the group at that point in time.

Each license is assigned to an individual user and not to a group. As DevOps does not have webhooks on user group changes, it is not possible to dynamically un-assign licenses from users who are removed from the group or to assign new licenses to new members.

If you need to automate the process of license allocation within a certain group, we suggest using a Windows Scheduled Task that monitors the group’s user list, and then, assign or unassign roles with a POST function to call the /api/rest/users/roles endpoint of TimeTracker’s REST CRUD API.

How to set the default role in 7pace Timetracker

As a project collection administrator, you can select the Default role that is automatically assigned to new users of 7pace Timetracker.

From the Default Role dropdown, select the role that best suits the desired permission level for your Default role.

Page refreshes and a Role was successfully changed message displays at the top of the page.

All users assigned to the Default role, now or in the future, instantaneously inherit these new permissions.

Subscription Management settings

How to buy 7pace Timetracker when your trial ends

Only a project collection administrator can see the 7pace Timetracker Free Trial countdown (for more information, click here). Clicking the link shows additional options and links:

In addition to the 7pace Timetracker Free Trial countdown, only a project collection administrator can see the Buy Now option and can purchase 7pace Timetracker.

Users who are not project collection administrators are unable to see this 7pace Timetracker Free Trial notification bar, the Why am I seeing this? link, or, the Buy Now button.

1. To purchase 7pace Timetracker during or after your trial ends, either click the Buy Now button on the blue trial notification bar. Navigate to Settings in 7pace Timetracker > Subscription (users do not have access to the Subscription page of 7pace Timetracker). Click the blue hyperlink or follow the path Organization Settings > Extensions > 7pace Timetracker > Subscription.

Your current plan, in this case, Trial, is displayed.

2. Click the Buy Now button.

The plan selection page displays plans that are applicable to the number of users in your organization. In the screenshot, above, there are 14 users in this organization, and all 14 are assigned to 7pace Timetracker. Therefore, the Ultimate plan, which requires a minimum of 20 users, is grayed out. Additionally, the Free plan, which requires that there be a maximum of three users assigned to 7pace Timetracker, is also not available. 

3. Click Buy on the plan in which you are interested. In the example above, the Start plan is purchased.

The amount for your subscription, based on the number of users, displays, defaulting to an annual payment. You can toggle back and forth between Annual Billing and Monthly Billing to see the price difference.

4. With Annually Billing selected, click Buy Now.

You order total displays.

5. Click Proceed to Checkout.

Add your account details window displays.

6. Type in your account details and click Next.

The billing details page displays.

7. Enter your billing information and click Next.

The payment details screen displays. 

17. Add your payment details and click Next.

A summary page of your information displays.

18. Click the Terms of Service and Privacy Policy checkbox and click the Pay & subscribe button.

The activation screen displays the current plan and other relevant information.

Change your 7pace Timetracker subscription plan type

1. To change your current 7pace Timetracker subscription, navigate to Settings in 7pace Timetracker > Subscription (users do not have access to the Subscription page of 7pace Timetracker): 

The Activation Information page displays.

2. Click the blue Change button under Current Plan.

The plan selection page displays. Depending on the number of users selected in the Users Assignable dropdown, the plans applicable to the number of users displays. In the example, because you have less than 20 assignable users selected, the Ultimate plan is not available as a selection. Because you have more than three assignable users selected, the Free plan is also not available. 

3. Click the blue Upgrade button under Team.

The order details page displays. Because you already had an existing Start annual plan, the difference in price between the two plans is computed and shown in the Billed immediately field. Because the Team plan is an upgrade from the Start plan, the cost of the original plan is deducted from what you are about to pay for your original plan. Likewise, if you decide to downgrade your plan, any overage remains as a credit on your account to be applied to your next invoice. 

4. Click Buy Now. 

The Activation Information page displays the updated plan and relevant information.

How to change from annual to monthly billing

1. To change your current 7pace Timetracker subscription from annual billing to monthly or vice versa, navigate to Settings in 7pace Timetracker > Subscription (you must be a project collection administrator to have access to the Subscription page of 7pace Timetracker):

The Activation Information page displays your current plan. In the above example, it shows that the plan is for one year (annual). 

2. Click the blue Change link under Billing.

The Your Order page displays, defaulting to the opposite selection that you currently have. In the example above, the original subscription was an annual one, so when the order page displays, Monthly is the default. 

3. Click the blue Change link.

Under Billing, your subscription plan information now displays as Monthly.

How to change the number of users on your 7pace Timetracker subscription

1. To change the number of users on your 7pace Timetracker subscription, navigate to Settings in 7pace Timetracker > Subscription (you must be a project collection administrator to have access to the Subscription page of 7pace Timetracker):

2. In the Users section, click the blue Change link.

The users information window displays.

3. In the Users Assignable section, use the up and down arrows to change the number of users to the new amount. The plan dollar amount changes to reflect the new number of users. 

4. Click the blue Continue button on the applicable plan.

The Your Order page displays, showing final dollar amounts.

5. Click Buy Now to finalize the change.

Change the billing address of your subscription

1. To change your 7pace Timetracker billing address, navigate to Settings in 7pace Timetracker > Subscription (users do not have access to the Subscription page of 7pace Timetracker): 

2. At the top of the page, click Billing.

3. In the Billing Address section, click Manage Billing Address. 

A popup window displays, allowing you to edit your billing address. 

Make desired changes and then click the Update button.

Change the payment details on your subscription

1. To change your 7pace Timetracker payment details, navigate to Settings in 7pace Timetracker > Subscription (users do not have access to the Subscription page of 7pace Timetracker): 

2. At the top of the page, click Billing.

3. In the Payment Details section, select Adjust Payment Details.

4. Type in your payment details in the required fields and click Add.

Change the contact information on your subscription

1. To change your 7pace Timetracker contact information, navigate to Settings in 7pace Timetracker > Subscription (users do not have access to the Subscription page of 7pace Timetracker): 

2. At the top of the page, click Billing.

3. In the Contact Info section, select Manage Contact.

4. In the resulting popup window, make any necessary changes and click Update.

How to find 7pace Timetracker invoices or credit notes

1. To view 7pace Timetracker invoices, navigate to Settings in 7pace Timetracker > Subscription (users do not have access to the Subscription page of 7pace Timetracker): 

2. Click Invoices.

All invoices and credit notes display. You can click each invoice or credit note to download and/or print.

How to Apply 7pace Timetracker's free subscription plan

1. To cancel your current 7pace Timetracker subscription to switch to the Free plan, navigate to Settings in 7pace Timetracker > Subscription or from Azure DevOps Organization settings/(Extensions) 7pace Timetracker/Permissions). Please note that you must be a project collection administrator to have access to the Subscription page of 7pace Timetracker. 

The Activation Information page displays. You can see that 13 users are currently assigned a license, in the above example. 

2. Click the blue Cancel Subscription link.

The cancel subscription confirmation popup window displays with Cancel Immediately (selected by default).

3. Click the Confirm Cancellation button.

Page refreshes and Current Plan displays as Cancelled.

4. Click the blue Buy Now button.

The plan selection page displays and because in this example there are more than three users assigned to 7pace Timetracker, the Free plan is grayed out and unavailable as a selection. 

5. Close out the window and click Permissions.

The organization users who are licensed and unlicensed to 7pace Timetracker are displayed.

6. Click a user's or multiple users' name(s).

The various user roles are displayed on the right side of the screen.

7. Select None as the user role for however number of users is required to bring the count down to three or less. A confirmation popup message displays. 

8. Accept the user message so that only three users or less are licensed to 7pace Timetracker.

9. Click Subscription again.

The Free plan option now displays as available.

10. Click Switch to change to the Free plan. The Free plan is applied and active.

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