Admin How-To Guides

Step-by-step guides for specific admin tasks.

User management

• Invite Users — Add people, manage pending invitations, archive and bring users back, reset passwords

Time entries

• Approve Time Entries — Review and approve or reject submitted time entries

Invoices

• Manage Invoices — Review, link, and manage invoice documents

Configuration

• Manage Projects — Create and archive projects
• Manage Task Lists — Create task lists and add tasks
• Manage Vehicles — Register vehicles and assign them to users
• Configure Email Sync — Import invoices from a mailbox automatically
• Workspace Settings — Feature toggles and workspace configuration