Account Administration
Set up your business, manage users and permissions, and configure account settings.
By Ben1 author9 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.
- 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.
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, archive, then invite. Archive 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.
- 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.