Frequently Asked Questions
These FAQs are designed to provide a better understanding of Spotlight. We have
compiled a list of some of the most commonly asked questions. If you do not see
an answer to your question on this page, contact us anytime...
we always love hearing from you!
Answers about your account.
-
» Do I need a PayPal account to pay my invoice?
No, you can pay as a guest with a credit card on the PayPal page. When you click
on the link to open your invoice, PayPal gives you the option to pay as a guest
and input your credit card information for one-time payment. To set up recurring
payments, an account in PayPal is required.
- » Can
I upgrade or downgrade my plan?
Yes, you can upgrade or downgrade your plan at anytime through the monthly billing
period. Under Account Info, there will be a link available to change your plan and
choose a new one from a pop-up window. From your Account Info page, it only takes
2 clicks to upgrade or downgrade!
Answers about team members.
- » Can
I set different permissions for team members?
Yes, permissions can be managed from the Manage Roles page under your Company profile.
There are six security roles available: super user, project manager, team leader,
team member, and client. You can change the permissions for each security role by
clicking Edit and selecting or unselecting the check boxes next to each specific
permission. The security roles can then be assigned to individual team members in
each project depending on what type of access you want them to have for the project.
- » How
do I give access to a new team member on a current project already in Spotlight?
If you have proper permissions, new team members can be added using the Project
Settings page for the project. On that page, click the Invite Users button and fill
out the information in the pop-up window. An email will be sent to the new team
member with the information needed to access Spotlight and the project.
Answers about tasks and reports.
- »How do
I know how many hours my contractors have worked?
When a contractor selects a task to work on from the Status Control, that task’s
status automatically changes to “In Progress”, and any other task he is working
on automatically changes to ‘Paused’. Spotlight will track the time your contractor
works on any task that is ‘In Progress’ and while his availability status is ‘Available’
or ‘Busy’.
- »What
is the difference between ‘Actual Hours’ and ‘Progress’?
‘Actual Hours’ are the time record by Spotlight for any task who’s status is ‘In
Progress’ and the assignee’s availability is ‘Available’ or ‘Busy’. The ‘Actual
Hours’ cannot be overridden by anyone except for a user with ‘Super User’ admin
rights. ‘Progress’, on the other hand, is a value set by the person working on a
task to indicate how far along he is with the task. For example, let’s say the task
‘Create Report’ was estimated at 10 hours, and the system tracked time is 5 hours.
The person working the task can set the ‘Progress’ to ‘75%’ to indicate that he
is ahead of schedule.
- »I like
working with Google Spreadsheets. Can Spotlight work with Google Spreadsheets?
Absolutely. Just use our simple to follow wizard to import your tasks from Google
Spreadsheet into Spotlight’s task management system. You can import the task’s name
and description, and you can even import who the task is assigned to and the estimated
hours of the task.
Answers about Spotlight Status Cards©
- » What
do the statuses mean?
Spotlight has 4 statuses: Available, Busy, Away and Offline. Choose ‘Available’
when you are around and can be quickly contacted. Choose ‘Busy’ when you are heads-down
working or in a meeting and do not wish to be interrupted. Choose ‘Away’ when you
are not at your computer, like for lunch. Choose ‘Offline’ when your workday is
over.
