FAQ: Getting Started
Starting out in Audere is a breeze, but if you ever find yourself in need of extra assistance, we've got you covered with a bunch of speedy responses to our most frequently asked questions.
This FAQ article contains answers to common questions about creating an account and getting started with Audere.
Signing Up
Q. |
How can I become a trial user? |
A. |
Becoming a Teams trial user couldn't be easier! See the Becoming a Trial User article for more information. |
Q. |
Which countries can utilize Audere? |
A. |
United States Canada United Kingdom The Netherlands |
Q. |
Which offering is right for my team, Audere Teams or Audere Premium? |
A. |
Teams is right for you if your team:
- Is currently using spreadsheets, calendars or even pen and paper to create and manage your work schedules
- Does not need to share resource management/scheduling data with other business systems (e.g., ERP software, HCM solutions, task management systems, etc.)
- Is looking for a smart resource management software that lets you assign, balance and share work in an intuitive and collaborative experience
Premium is right for you if your team:
- Is currently using spreadsheets, calendars or even pen and paper to create and manage your work schedules
- Needs to connect and share resource management/scheduling data with other business systems (e.g., ERP software, HCM solutions, task management systems, etc.) that depend on data alignment across all processes to optimize operations
- Looking for a smart resource management software that lets you assign, balance and share work in an intuitive and collaborative experience
|
Accessing Audere
Q. |
Can I resend an invitation? |
A. |
Absolutely! An account owner or administrator can resend an invite at any time from the Edit Person dialog. See the Inviting a Person article for more information. |
Q. |
Where can I learn more about user permissions? |
A. |
Right here in the Understanding User Permissions in Audere article. |
Q. |
What does the sign in process entail? |
A. |
Creating usernames, passwords, and confirming other basic information. There are a few articles you can reference if you want to know more:
|
Q. |
What are the permission levels according to the 'Invited As' status? |
A. |
In the Invite As drop-down list in the New Person or Edit Person dialog, select Team Member, Resource Manager or Administrator.
- Team Members can see all data but only edit descriptions on their assignments.
- Resource Managers can see and edit all assignments. They can create new people, projects, roles and clients.
- Administrators have the same rights as Resource Managers but can also enable MFA (multi-factor authorization) security.
|
Getting Started
Q. |
How can I get an introduction to Audere's primary features? |
A. |
We have a few different roads you can go down:
|
Q. |
Is there a video that covers everything in Getting Started Quickly? |
A. |
Yes! There is a full-length Getting Started with Audere tutorial under Tutorials. If you prefer smaller bites, here's a list of videos and articles for certain tasks:
- Add your team as People resources (view video or article).
- Create your Projects (view video or article).
- Add Assignments for your projects (view video or article).
- Review default settings for First Day of the Week and Working Days/Weekly Hours and adjust to meet your business days/hours, if needed (view video or article).
- Create Roles that align with your typical project processes (view video or article).
- Create your Teams so you can group People and Roles (view video or article).
- Add Clients (view video or article).
|
Trial Users
Q. |
Can I use all features as a trial user? |
A. |
You can use all of Audere Teams' features as a trial user! For more information on being a trial user, see Becoming a Trial User. |
Q. |
How long does my Audere trial last? |
A. |
14 days, then you can purchase a subscription to maintain access your account. |
Q. |
How long do I have to purchase a subscription after my trial? |
A. |
We'll hold onto your data for 60 days before it's removed from Audere. |
Q. |
Can I sign up for an Audere Premium trial? |
A. |
Unfortunately, no. Since Audere Premium includes integration and it involves intensive setup, it is available for purchase only. |
Signing Out
Q. |
Will Audere automatically sign me out? |
A. |
Yup, after two hours of inactivity. The Signing Out of Audere article can help if you're hitting any snags. |
See Also:
FAQ: Settings
FAQ: Creating Resources
FAQ: Schedule