FEATURE FAQS

Where is the “Projects” feature/module?

The “Projects” feature is disabled by default. To enable this feature (as a branch administrator):

  1. Click on the dropdown menu at the top right of the screen, and select “Manage Company”
  2. Select “Company Profile” from the panel on the left
  3. Check off the “Enable projects.” option box
  4. Click on the “Save Company” button at the bottom right to confirm and update the company’s settings

The “Projects” feature will now appear in the left toolbar for all users in the company that have the permission to view the module.

FEATURE FAQS

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