Account Administration
Set up your business, manage users and permissions, and configure account settings.
By Ben1 author12 articles
How-to Guides
Configure your account, users and business settings.
- How to merge duplicate companies or suppliersCombine duplicate client or supplier records into one kept company, and see what moves, what stays, and which permissions you need.
- How to set up Locations and Base CodesTurn on Locations, add or edit a site, and understand Base Code (auto vs manual) and how it appears on opportunities and projects.
- How to add a project statusAdd, edit, reorder or remove delivery project workflow statuses under Project Settings so every project can use them.
- How to set up a client who is a personMark a company as a person, not a business, for homeowners and other individual clients, and make it the default for new companies.
- 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.
- Add custom fields to projects for filtering and reportingCreate Select custom fields such as Project Type or State, attach them via Project Settings or Opportunity Settings with Primary ticked, then use them as list columns, filters and Excel…
- Adding primary project rolesLearn how primary project roles control Insights filters, including the people filter in Progress Claims.
- Drum Onboarding #5 - Invite Users To Your Drum AccountHow to invite new users to your Drum account, and what the Drum team group on the Members list means.
Reference
Look up permissions and account configuration.
- How to reuse a shared mailbox login after someone leavesFree a shared mailbox login before inviting a new person: change the departing user’s email, revoke their access, then invite. Revoking access alone does not free the address.
- Who can create and edit project variationsBudget permissions for variations, variation rows, project phases and budget deliverables, including approval and opportunity-linked create.
- How to revoke or restore a member's accessRevoke a leaver's access from their last working day, restore it when they return, and fix employment dates in the Employment section of the member page.
- Drum PermissionsAccount-role and project-role permissions including Super Finance, budgets and variations, phases, budget deliverables, write-offs, invoices and progress claims (with budget access for their time and costs), resourcing, and Emails.