Settings & Administration

Team members The register, metrics, workload and where to edit people. Managing a team member Profile fields, schedule colour, the three access permissions and passwords. Equipment The asset register, metrics, filters and equipment on jobs. Managing an equipment record Asset identity, custody and why certification dates matter. The Media library Uploading, file limits, searching, type tabs and use in reports. General settings Workspace identity, regional and numbering defaults, logo and icon. Brands and document branding Brand identity, defaults, multiple brands and how they differ from templates. Audit and data The audit history and the customer data export.