Step 4: Set up Ajera Administrators

When you installed Ajera, you set up the first employee in the Ajera database by entering their name, login email, and password for your first employee. That first employee, also known as the Ajera Administrator, is responsible for the health of your firm’s financial and project information in Ajera.

To designate that first employee as your Ajera Administrator, you must now log in to Ajera using their login information and complete their setup. Once complete, the Ajera Administrator can then set up the rest of your employees.

Your Ajera Administrator should understand your firm’s current workflow, ,as well as what financial and project information each employee can access. They use this knowledge to set up Ajera’s preferences and permissions for your firm and for your employees.

To set up Ajera Administrators

Navigate to the Ajera URL you created in the Set up Ajera web access section.
In the upper left-hand corner of the Ajera Login window, select the database from the drop-down box.
Log into Ajera using the Login email and password of the first employee to complete their setup as the Ajera Administrator.
Click Login.
From the > Setup menu, click Employees. The Employee List screen appears with only the first employee listed.
Click Edit.
On the General tab, enter or verify the following information:
- Employee name
- Employee type = Administration
- Login information = employee email (required by Ajera Cloud), Login ID, password
- Role = Administrator

Note:

Record this setup information and store in a safe location, as the Ajera Administrator will need it to manage this Ajera database.

On the Pay Information tab, select a pay period and enter a pay period salary amount for the administrator.
Click Save and then click Close.

The administrator can now set up your Ajera company information as described in the Ajera Getting Started Guide.

Note:

Store this information in a safe location, as the administrator will need to manage this Ajera database.