To add users, go to "Setup > Users" then click the plus icon at the top right above the table.
There are two dashboards that you can set for your users.
Lists all projects that are either ongoing or are yet to be started by project staff.
Lists all uncompleted tasks relating to Dates that have been set within a Project Stage.
Lists Quotes that have been either drafted or issued by the project staff.
Quotes in the "Issued" status will be automatically archived when the quote expiry date is met.
Any Archived Quotes can later be made Active again allowing for it to be updated and re-issued.
Lists all unpaid invoices.
Displays all Dates linked to Project Stages, as well as meetings and leave (populated upon leave requests being lodged/accepted). To add a date that is not specific to a project, click the start day of the event and set the details. For Repeat events remember to change the End Date.
Setting a User's Dashboard
To set which dashboard a user sees when they login, go to "Setup > Users" then click on the user in question.
Set the "Dashboard" option then click the Update User button.
The "Leave Remaining" field is used for when users add leave requests