Account
- How do you change your password?
From the Dashboard click: Account » Change Password
- How do you update you profile?
From the Dashboard click: Account » Update Profile
- How do you upload a new Avatar?
From the Dashboard click: Account » Update Avatar
- How do you change your domains display name?
From the Dashboard click: Account » Update Profile then locate the display name text box and fill it in with your new display name. Click update profile at the bottom to finish the process.
- How do I change the timezone for my account?
From the Dashboard click: Account » Update Profile and select the correct timezone. When you are done click: Update Profile at the bottom to save your changes.
Projects
- How do you create a project?
From the Dashboard click: Add a new project
- How do you mark a project as finished?
From the Dashboard click on the project you would like to mark as complete. Next locate the: Project status section in the sidebar. Click on the link that says Mark project as finished.
- How do you delete a finished project?
From the Dashboard click: Administration » Projects and check the project you would like to delete. *Note – once you delete a project it will be lost Forever and the data can not be retrieved.
Clients
- How do you add a new client?
From the Dashboard click: Administration » Clients » Add client and fill in the appropriate information.
Users
- How do you add a new user to a project?
From the Dashboard click on the project you wish to add the user to. From there click: people. In this screen you can add a user to each company involved with the project and set their appropriate permission levels.