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Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In Order to Add any of the items listed in this article, users will need Create permissions for the corresponding modules
Quickly add information to your SiteMax system directly from the mobile app, saving your team time while also centralizing your company's data effectively. This article will look at how to add Projects, Tasks, and Company Contacts. Read from our other articles to learn more about SiteMax features for mobile!
Adding Projects
Adding Tasks
Adding Company Contacts
Add Company Contacts when in the field using the SiteMax mobile app. When on the Project Dashboard, click the quick-add menu to add a contact to the company contact database.
