Administration
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Editing Existing Roles
Roles are made up of a list of permissions that are granted to users that are in the role. This article goes through adding and removing permissions from an existing role.
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Reviewing Time Entries for All Users
If a user should review all the time and expenses entered into Landboss, the best way to achieve that is to grant that user the Review All Time permissions.
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User Info Screen
Create or edit users using this screen.
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Creating a Client
You can either create a client in the Client section of the Admin area, or you can create a Client on-the-fly while creating a Prospect. The steps in this article will teach you how to create a client in the Client section of the Admin area.
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Billing Code Info Screen
Create or edit billing codes using this screen.
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Creating a New User
Each of your users will have their own Landboss account. Watch the video in this article, or follow the instructions to learn how to create a user in Landboss.
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Setting up Time Reviewers
This article is an introduction to setting up time reviewers in Landboss.
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How do I transfer a license to another user?
If you want to transfer a license to another user, you'll need to first deactivate the current license-holder and then assign the license to the new license-holder.
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