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Admin Setup
Admin Setup
Initial Setup of Teams, Organization Settings, Management of Project Settings and Admin Control
+1
18 articles in this collection
Written by
Danny Ballance,
Stacey Silva,
Rapha Banson
and 1 other
Settings
Settings - Company Info & Branding
Address, logo, colour hash and background image
Written by
Danny Ballance
Updated over a week ago
Settings - Titles & Structure
Create User Titles & Project Structures
Written by
Danny Ballance
Updated over a week ago
Settings - Forms
Report Management
Written by
Danny Ballance
Updated over a week ago
Forms - Custom Forms
Build your own custom forms. Custom site reports, safety reports and equipment reports. Learn how to use the form builder.
Written by
Rapha Banson
Updated over a week ago
Settings - Cost Codes
Company Cost Codes. Coding time on projects.
Written by
Danny Ballance
Updated over a week ago
Settings - Import Data
Import users, import projects, import equipment, import cost codes and more...
Written by
Danny Ballance
Updated over a week ago
Company Settings - Import/Export Data
Import and export data from and into SiteMax. CSV file.
Written by
Shahvir Patell
Updated over a week ago
Team
Team - Adding Users to SiteMax
Adding Users,
Written by
Danny Ballance
Updated over a week ago
Team - Import Users
Importing Users, adding Team.
Written by
Danny Ballance
Updated over a week ago
Team - Creating Crews
User Groups, Project Crews
Written by
Danny Ballance
Updated over a week ago
Team - Applying Titles
Giving titles to users through Team.
Written by
Danny Ballance
Updated over a week ago
Team - Applying Permissions
Changing, Resetting Permissions. Crew Permissions and Permission Templates
Written by
Danny Ballance
Updated over a week ago
Team - Inviting Users
Send invitation emails, manage lost passwords
Written by
Danny Ballance
Updated over a week ago
Team - Adding/inviting users to your account
Adding your team to SiteMax. Add new users. Invite people to your team.
Written by
Stacey Silva
Updated over a week ago
Project Settings
Project Settings - Adding new projects
Adding Projects, Importing Project Lists
Written by
Danny Ballance
Updated over a week ago
Project Settings - Adding Users to Projects
Add users to projects, invite team to collaborate on jobs.
Written by
Danny Ballance
Updated over a week ago
Project Settings - Choosing Team Leads
Who is our Site Manager? Who is our Office Manager?
Written by
Danny Ballance
Updated over a week ago
Project Settings - Cost Codes
Adding Cost Codes to Projects. Unique Codes, Company Codes
Written by
Danny Ballance
Updated over a week ago