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How to use roles

Custom Roles can affect if users can see created Task Categories.

Assign or add users and team members to workgroups.

Go to 'users' to control workgroup and project access.

Use the setup menu or company page to add workgroups.

Edit your profile to change information and preferences.

Set up project summaries to easily view important project information.

Set up note categories to organize your project notes.

Administration settings you can enable in your workgroup setup menu.

Options available in the Setup Menu and how to use them.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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