Account Administration
Set up your business, manage users and permissions, and configure account settings.
By Ben1 author6 articles
How-to Guides
Configure your account, users and business settings.
- Drum Onboarding #5 - Invite Users To Your Drum AccountHow to invite new users to your Drum account
- Drum Onboarding #2 - Setting Your Key Business Data đź“–For Drum to help you kick operational goals, it needs some fundamental data about your firm. These details only need to be set up once.
- Creating Roles and Assigning PermissionsHow to limit and permit access to different features and areas of your Drum account.
- Adding Custom Fields to Your ProjectsHow to add custom fields to your projects or opportunities
- Adding primary project rolesSimplify your reporting in Drum with distinct filtering and columns for your unique project roles
Reference
Look up permissions and account configuration.