How To

How to Set Up 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 the Drive Security option locate...
Tue, 2 Mar, 2021 at 2:03 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 ...
Tue, 2 Mar, 2021 at 2:04 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...
Tue, 2 Mar, 2021 at 2:05 PM
How to Add a Shift
This article shows you how to Add a Shift in Project Settings Each Project is prepopulated with a default Shift, Multiple Shifts can be created for a Proje...
Thu, 7 Oct, 2021 at 1:10 PM
How to Add New Team Members
To add new Team Members,  go to Project Settings > Project Team in the Project Settings Menu Options.  Click on the '+' Add Member button as s...
Thu, 7 Oct, 2021 at 1:11 PM
How to Edit a Team Member
This article shows you how to edit a Team Member in Project Team.  Only the Project Owner, Super Admin or  Admin has the ability to Edit a Project Team, Pr...
Thu, 7 Oct, 2021 at 1:12 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...
Thu, 7 Oct, 2021 at 2:04 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 Employees tab. The Employees Tab has the same...
Tue, 2 Mar, 2021 at 2:23 PM
How to Activate/Deactivate a Team Member
To Activate or Deactivate a Team Member,  In the Project Team window, select the Team Member you would like to Activate or Deactivate  and click on the Acti...
Thu, 7 Oct, 2021 at 2:08 PM
How To Manage A Team Member's Permissions
To Manage a Team Member’s Permission in the Project Team window, select the Team Member you would like to Manage  and click on the Assign/Unassign  toolbar ...
Thu, 7 Oct, 2021 at 2:09 PM