The Management Module contains the settings that govern how your business operates day-to-day, including employee access, team configurations, and product setup.
For more information on Modules, please see Modules Overview.
a. My Business - Create and manage Employee and Team profiles with details, connectors, and locations. Update permissions, access levels, and notification settings as needed. Manage Time Tracking for your Employees and create Sales Goals for your Business. For more information, please see Creating Employees, Time Tracking for Managers, and Sales Goals.
b. Boards - Review management-level boards for a high-level view of activity. For more information, please see Boards Overview.
c. Quick Products - Build Quick Products for common assemblies or frequently used components. You can also organize them into categories for easier access. Items can be preset with details such as company, size, and more. For more information, please see Quick Products Overview.
