To ensure a seamless onboarding experience, please be aware of the following key steps:
If you were not the individual who installed the app, it is essential to connect with the person who did. Request them to grant you administrative privileges at the app level. This can be achieved by navigating to "Settings -> User Access," selecting your name, and then choosing the "Admin" access right.
Additionally, you should ask to be assigned as an "Admin" within the "Hourly Rates" module. This can be achieved by navigating to "Settings -> Hourly rates, and User access Tab" selecting your name, and then choosing the "Admin" access right.
These steps are crucial for full access and control over the application's features.
Before you begin utilising our application, it is crucial to complete the following setup steps in the specified order for optimal functionality:
Add your company in the Companies Module.
Configure your EVM App settings
Provide appropriate access to users
Establish hourly rates for your users
Setup your first projects
Setup your first retainers
Make your fist import