Onboarding to Organizations
One of the first things you should do is set up your account. That will help you get a feel for what your members will see in their reports, and help you configure your group settings. Then you can invite your team. As members join your account, they will be walked through the onboarding process and their time will start showing up in your group reports if you have them enabled.
If you have been using RescueTime's Solo Productivity Tools, then much of your onboarding is likely already complete.
All organization subscriptions include a free onboarding period so you can get your team set up before any charges are made.
Setting up RescueTime for yourself
RescueTime works best when everyone is participating. As the account owner, it is helpful for you to understand the experience of your team members. Logging time for yourself also makes the organization configuration much easier.
Installing the RescueTime desktop application
RescueTime works on Windows, OS X & Linux. Download RescueTime and follow the installation instructions. If you have an Android phone, you can also track your phone time using the RescueTime Android App. The iOS app is in development.
Configuring your personal tracking settings
Once you have the application installed, you should be taken to your account configuration page. You will be able to choose your most productive and distracting activities, as well as set your privacy options, such as a tracking schedule, whether to automatically prompt for offline time and more.
Best practices for organization owners
There are three things you can do to ensure the smoothest experience for your organization.
- Install the RescueTime desktop applications on your computer. It's possible to configure the account without running the RescueTime application, but it's much easier if you have your own time logged.
- Take a few moments and think about the tools that your team uses to get work done throughout the day. These can be applications, such as Photoshop or Excel, or they can be web-based tools such as Google Docs or Salesforce. With the RescueTime Desktop application installed, open these tools and click around for a few minutes. This will ensure they get logged in our system and will make it easier for you to designate them as key tools in the future. If there is a key tool that you don't have installed on your computer, don't worry, you will still be able to add the key tool for tracking (it just may take an extra step or two).
- Make sure your activities are correctly categorized. Once you have spent some time with your key tools, go to the Categorize Activities page and make sure the categories are correct for your needs. When you set up the key tools for your group reports, any category you set for a key tool will become the default for the rest of your organization. This is especially helpful if you have internal tools that will likely show up as "uncategorized" unless you give them a default category.
When you are done with these steps, you should be ready to set up your key tools in your organization tracking settings.
Invite members to your organization
You can invite members to your organization from the Your Organization Settings > Members page. There are two ways you can invite members. By a direct email to individuals on your team, and by sharing a single link with the entire group. When members accept the invitation, they will be guided through the signup and installation process. You can find both invitation methods by clicking Members, and then Invitations on that same page.
Invite by email
You can invite individuals to join your organization by email. From the Your Organization Settings > Members page, enter as many email addresses as you like, add an optional personal message and send the invitation. The individuals will receive an email explaining what RescueTime is and a link to join your organization.
Distribute a link
If you have a lot of members or would prefer to distribute the link through a different system than email (i.e., Slack), you may distribute a signup link. By default, a random link will be generated, but you may update this if you like so the URL is more recognizable for your team. Please be aware that if you update the link, any outstanding invitations will be broken.
If your organization has many users that are managed by an IT department, we can work with them to arrange a distributed installer. Please contact us for more information.
Adding existing RescueTime users to your organization
If any of your members have an existing RescueTime account, they will be able to attach that account to your organization by accepting the invitation you send.