How To

How to Set Up Drive Folder Security
1.  Drive Folder Security To set up security for who can and cannot access the folders in Drive, you will need to open the Project Menu and select th...
Fri, 20 Nov, 2020 at 5:52 PM
How to Add a New Company
To find Companies. Go to your "Project Menu" Project settings > Companies In the Manage Companies window, click on the + button to ...
Mon, 30 Nov, 2020 at 2:57 PM
How To Edit a Company
In the Manage Companies window, select the Company you would like to edit, then click on the pencil icon in the toolbar to open the Edit Company window.  T...
Mon, 30 Nov, 2020 at 3:03 PM
How to Add a Shift
This Article shows you how to Add new Shifts How to Add a Shift This article shows you how to Add a Shift in Project Settings Each Project is prepo...
Mon, 30 Nov, 2020 at 2:28 PM
How to Add New Team Members
This Article shows you how to Add a new Team Member in Project Teams. How do I add a New Team Member To add new Team Members,  first, access Project...
Mon, 30 Nov, 2020 at 2:34 PM
How to Edit a Team Member
This article shows you how to edit a Team Member in Project Team.  Only the Project Owner or the Admin has the ability to Edit a Project Team, Project Memb...
Mon, 30 Nov, 2020 at 2:34 PM
How to Delete a Team Member
This article shows you how to  Delete a Team Member in Project Team. Only the Project Owner or the Admin has the ability to Delete  a Project Team, Project ...
Mon, 30 Nov, 2020 at 2:35 PM
How to Add Employees to a Company
In the Manage Companies window, select the Company you would like to Add Employees to, then click on the Edit Company tab. The Employees Tab has the sam...
Tue, 17 Nov, 2020 at 2:01 PM
How to Activate/Deactivate a Team Member
How to Activate/Deactivate a Team Member The Activate/Deactivate is a Toggle Button in the toolbar.   To Activate or Deactivate a Team Member,  In the ...
Mon, 30 Nov, 2020 at 2:35 PM
How To Manage A Team Member's Permissions
How to Manage a Team Member’s Permissions A Project Team Member can be Assigned the Role of either: Admin, Admin with Billing or Company Manager.  To M...
Mon, 30 Nov, 2020 at 2:35 PM