Administrator Settings
All you need to know about the management of sites, processes and users as an admin.
General
- How do I manage quotes on the system?
- How do I add a shortcut to my mobile device?
- How do I clone a dashboard?
- How do I manage non-work order spends to the system?
User Management
- How do I create a user?
- How do I send a welcome email?
- How do I set up a user with SSO?
- How do I manage permission groups?
- How do I remove a user?
- How do I make changes to a user?
- How do I view the different notification schemes?
Asset Groups
Contractor Management
- How do I add and amend contractor services?
- How do I onboard new contractors?
- How do I manage Contractors?
- What are SLAs?
- How do I create and manage SLAs?
Custom Fields
Tags & Grouping
Document Managment
Site Management
- How do I Import and Export my Sites?
- How do I add a site?
- How do I copy an existing Site?
- How do I manage a site?
- What is an external work order form and how do I create one?
