Groups

Welcome to another session How to Do Things in Accelo. I've touched base on this before but let's dive into it. Today we're going to learn about Groups and we find that... Read More

Welcome to another session How to Do Things in Accelo. I've touched base on this before but let's dive into it. Today we're going to learn about Groups and we find that in our configuration here on the left. Groups are the teams that are in your companies. For example, here we have things like Sales & Accounts, Project Managers and Consultants. Let's go ahead and add a group. We can start adding users to the group and as part of a group is what we can do is edit their permissions. So, if I want instead of editing each one of my users, just to edit a group of users at once I can do that here. So, for my sales team I'd probably want them to see all of sales and be able to quote from here. That is how set up groups.

Read Less

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

Add a New Project

In this video we'll show you how to add a new project so that you can start delivering your milestones...

Configuration & Setup

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

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

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

Request Settings

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

Configuration & Setup

Add a New Ticket

There are several different ways tickets in Accelo. One being from the big blue Create button, you would Create and...

Configuration & Setup

Add a New Sale

Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is...

Configuration & Setup

Add a New Campaign

Hello. In this video I'm going to show you how to create a campaign for emailing out of Accelo. We'll...

Configuration & Setup
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue