Administrative tools and settings for platform management, security, and user control.
Get familiar with the admin console interface and its key configuration options.
Learn about platform security settings, authentication options, and best practices.
Configure password requirements and security policies.
Set up and manage multifactor authentication for enhanced security.
Configure SSO integration with your identity providers.
Complete guide to managing users, roles, permissions, and access controls.
Steps to add new licensed users to your platform.
Process for removing users and managing licenses.
Customize the platform appearance with your company branding.
Overview of data management tools and capabilities.
How to import multiple client records at once.
How to import multiple freelancer records at once.
Manage billing information, invoices and payment methods.
Understand subscription plans and features.
Overview of financial tools and management features.
Configure and manage project expense settings.
Set up and manage cost modifiers for different project types.
Understand and configure work order expense settings.