Admin Management
You will need Admin access from your account administrator to see this tab. In this section you will learn how to customize your company's experience, edit your company info and more.
- How to setup two factor authentication (2FA) for all users
- How to view and edit company info
- How to view user activity reports
- How to update job notification preferences for users
- How to add, edit, or delete Quote Stages
- How to add, edit, or delete Job Types
- How to add, edit, or delete Job Stages
- How to manage Sales Representatives
- How to update settings & preferences
- How to blocklist a vendor