Account Management
Customising Default Custom Roles
System administrators can customise a default menu for users based on their role. Click cog icon to navigate to Control Panel. Click Roles under Account Management. Search for the role and click Features Settings. You will see 3 tabs where you can ...
Contacts | Create and Edit Position
Only Administrators can create and delete positions in Control Panel. 1. Accessing Position On the far right, click the cog and it will take you to Control Panel. Click on Contact and select Position. 2. Create New Position Click on New Position. ...
Trade List - Create and Edit
Purpose The Trades List is where you create the trades for the automated document distribution and email communication, allowing you to establish and customise the trades associated with your project requirements. Consideration Only Administrators ...