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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 Standard or Audere Premium?
A.

Standard 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 Standard's 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. Does 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