All Collections
Admin Setup
Initial setup of Teams, Company Settings, management of Project Settings and Admin control
Team - Adding New Users to SiteMax
Team - Import Users
Team - Creating Crews
Team - Applying Titles
Team - Applying Permissions
Team - Inviting Users
Team - Editing User Titles
Team - External User Access
Team - Export Data
Team - Track and Restore User's Permission Changes
Using Filters to Manage Users
Block and Unblock Users
User Permissions for Records
Team - Managing Records
Permissions Template
Team - Adding Users to Projects
Team - Records and Certifications
Clearer User Permissions at SiteMax
Accessing Your Company Settings
Company Settings
Company Settings - Company Info & Branding
Company Settings - Lists
Company Settings - Import/Export Data
Company Settings - Project Notices
Company Settings - Company Notice
Dropbox Integration
Company Settings - Tags & Organization
Company Settings - Project Phases
Company Settings - Titles
Understanding Custom Fields
Company Settings - Import Data