Admin Screens in Settings Menu

Setup Atlas
Overview This help article describes the initial steps to set up Atlas. TABLE OF CONTENTS Add Users to Corporate Account Modify Reporting Stages Cr...
Wed, 12 Jan, 2022 at 4:47 PM
Account Administration
1. Use the Account Administration screen to manage all your organizations' Atlas user accounts. You can add new users, manage permissions, reset pass...
Tue, 9 Nov, 2021 at 8:44 PM
Reports, Charts, and History
As an admin, go to Settings > Account Administration, and you will see a variety of reports, charts, and history information being presented to you on th...
Fri, 20 Aug, 2021 at 11:36 AM
Manage Lookups
In Atlas all the dropdowns/lists which appear in project tabs can be managed in the Manage Lookup screen. As an admin you can add, update, or remove most of...
Thu, 19 Aug, 2021 at 7:12 PM
Upload COGS
Admins and users who have Upload Manager security permission will be able to use this feature. You can bulk upload COGS dates and milestones, and create pro...
Thu, 19 Aug, 2021 at 6:34 PM
Upload Milestones
Admins and users who have Upload Manager security permission will be able to use this feature. You can bulk upload COGS dates and milestones, create proj...
Thu, 19 Aug, 2021 at 6:33 PM
Upload Projects
Admins and users who have Upload Project Admin security permission will be able to use this feature. You can bulk upload COGS dates and milestones, create p...
Tue, 31 May, 2022 at 8:54 PM
Upload Sales
Overview Admins and users who have Upload Manager security permission will be able to use this feature. You can bulk upload COGS dates and milestones, a...
Thu, 19 Aug, 2021 at 7:38 PM