Add New User

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do today is create a new user. First, let's go ahead and go… Read More

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do today is create a new user. First, let's go ahead and go to our configuration, from here on the left you'll see Users & Groups, let's jump into Users. On the bottom you'll see all existing users, let's go ahead and create a new one. From here we're going to want to enter in all relevant information, such as their name, email address, managed by is who's the boss going to be, skill.

 

Let's go ahead and select Sales. The billable rate is how much you're going to charge for them, we can either override that amount on the right or select from a default. Cost rate is how much it costs you for this employee. Let's go ahead. Checking this box means that we're automatically going to send them an invite once you press Save.

 

As we scroll down we'll see financial visibility, this is whether or not you want them to see budgets and billable rates or just hours only. Since they are on the sales team we'll just say hours only. Once you're done we're going to go ahead and save it, and you've created a new user.

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Configuring General Settings

Configuring General Settings

In this video we'll go over the general configuration and the main settings which includes your organization info and your…

Configuration & Setup Tutorials
Add New User

Add New User

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do…

Configuration & Setup Tutorials
Add New Activity

Add New Activity

Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded…

Configuration & Setup Tutorials
Add a New Task

Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose…

Configuration & Setup Tutorials
Import Data
Configuration & Setup Tutorials
Configuring Client Portal Settings
Configuration & Setup Tutorials
Add a New Client

Add a New Client

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,…

Configuration & Setup Tutorials
Add a New Sale
Configuration & Setup Tutorials
Configuring Request Settings

Configuring Request Settings

In Accelo you can create different request cues for all of the emails that go to shared or generic company…

Configuration & Setup Tutorials
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