Quick start for new users

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Start with these tasks after you receive access to MindSalt. The screens you see depend on your account's features and your security role.

Notice: Your organization may use different words for client, project, task, time off, or timesheet. Follow the equivalent labels in your account.

Sign in and confirm your access #

  1. Accept your invitation or open the MindSalt sign-in page.
  2. Sign in with your MindSalt username and password, or use your organization's single sign-on option.
  3. Confirm that the navigation includes the areas you need, such as My Timesheet, Expenses, or Reports.

See Sign in and recover account access when you need an invitation resent, a password reset, or help choosing the correct sign-in method.

Review your profile and preferences #

  1. Open your user menu.
  2. Select My Profile and confirm the information you are allowed to edit.
  3. Open My Preferences to choose appearance, report, project-selection, and time-entry options that are available to you.
  4. Save your changes.

See Manage your profile, password, and preferences for details.

Record your first time entry #

When time tracking is enabled:

  1. Open My Timesheet.
  2. Move to an editable date or period.
  3. Select the client, project, and task for the work.
  4. Enter the hours and any required comment.
  5. Save the entry.

Do not submit the timesheet until the period is complete and you have reviewed the total. See Track and submit time.

Add your first expense #

When expense tracking is enabled:

  1. Open Expenses.
  2. Create or open an editable expense report.
  3. Add an expense item, choose the expense type, and enter the date and amount.
  4. Attach the receipt when required.
  5. Save the item.

See Create and submit expense reports and Add expense items and receipts.

Use MindSalt on a phone or tablet #

Open the MindSalt mobile web app to work with the mobile features assigned to you. Detailed mobile instructions are organized under the Mobile help category.

See Use MindSalt on a phone or tablet.

Get help #

Open the help menu to view Help, share feedback, or contact support. When reporting a problem, include the screen, action, and message you saw, but do not send passwords or confidential receipt data.

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