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The admin path

For the person who sets the workspace up — the team and its roles, sign-in security, rules, the connections and the board.

About 30 minutes · 6 guides to read · a check of 10 questions, 8 to pass

Read, in this order

Team & permissions: roles, seats, invites
Eight roles, overrides per person and per project, honest seats.
Account security: two-factor sign-in, where you’re signed in, and new-device emails
Two-factor for anyone; required for everyone when you choose.
Rules: if this happens, do that
Every rule starts off; a dry run sends nothing.
Integrations: payments, e-sign, QuickBooks push
Connect only what you use — nothing asks you to paste a secret.
Dashboard & My Day: what needs you this morning
My Day first; the board is yours to arrange.
Leads: the form on your website, the board, the sources
The form on your website lands leads on the board.

Try it on the sample job

The check

Ten questions on the product’s own screens; 8 right to pass. Every answer is in the guides above.

1. How many roles come with default permissions?

ThreeFiveEightTwelve

2. A teammate should only see the jobs they are assigned. What do you set?

Per-project access on their rowThe Viewer role for the whole workspaceA second workspace for themNothing — every role sees every job

3. An owner and two trades open the job on their signed portal links. How many seats do they use?

ThreeOne — for the ownerTwo — for the tradesNone

4. Who can turn on two-factor sign-in for their own account?

Only an admin, for each personAny user — no admin neededThe owner onlyNobody until the workspace requires it

5. You turn on Require two-factor sign-in. A teammate has no authenticator app yet. What happens?

They are signed out at once, on every device they useNothing changes — the setting is only a suggestion to themA seven-day reminder, then the desks wait for the setupTheir account is suspended until an admin turns it back on

6. You sign out another device from Where you’re signed in. What does that device see?

A warning, and then it carries on as beforeNothing at all until the device is restartedAn email saying it was signed outThe sign-in page on its next click

7. You add one of the starter rules. Is it on?

No — every rule starts off, and a dry run shows what it would doYes, from the moment it is added to the listOnly for admins, until they share itOnly once the first email it sends has gone

8. What does Dry run send?

A test email to youNothing — it says what would fire todayOne email per rule, to the people it namesAn inbox line to every role in the workspace

9. You connect Stripe for Collect. What are you asked to paste?

Your Stripe secret key, from its dashboardYour bank account and routing numbersNothing — you connect with Stripe’s own loginA webhook address copied from Settings

10. An auditor asks for every change to the money records in March. Where do you go?

Settings → Audit → Export…, the record history for MarchEach invoice in turn, copying its history out by hand into a sheetThe dashboard’s money tiles, set to the month of MarchSupport, by email, who send the history within a week

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