GETTING STARTED: Owners and Admins
Start here to begin setting up your CoreBridge system.
System Overview
Setting Up Your Business
View all (8)Employees and Teams
- Creating Employees
- Employee Access Details
- Setting up Roles and Permissions
- Application of Employee Roles
- Additional Roles and Permissions Features
Financial Foundations
View all (11)Manage Your Customers
- Company Options
- Creating Companies
- Completing Company Setup
- Additional Company Features
- CRM Lists and Options
Building Blocks of an Order
- Building an Order Overview
- Estimate Options
- Order Options
- Components Overview
- Market-Based v. Cost-Plus Pricing