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 all assigned tasks for your company
- How to add a task template
- Creating items in the item manager
- How to add a task category
- How to add a task resource
- 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 add invoice terms
- How to view and edit company info
- How to update settings & preferences
- How to manage sales representatives
- Allow support access
- How to update job notification preferences for users
- How to view user activity reports
- How to blocklist a vendor