Vertabase Learning Center

Using Access Levels

This video covers adding and using access levels. It also briefly introduces these topics: access to projects, documents and reports.

• See video Using Access Levels [3 min, 53 sec]
• Read How To Use Access Levels

Deleting Access Levels

This video covers how to delete an access level. It also shows you how to verify which user accounts are assigned to an access level.

• See video Deleting Access Levels [2 min]
• Read How To Delete Access Levels

Editing Access Levels

This video covers how to edit an access level.

• See video Editing Access Levels [1 min, 34 sec]
• Read How To Edit Access Levels

Clients

This video covers how to configure and use the Client field.

See video [2 min, 35 sec]

Departments

This video covers how to configure and use the Department field.

See video [3 min, 35 sec]

Email Notifications

This video covers how to configure, enable and disable email notifications and alerts.

See video [16 min, 28 sec]

Expense Categories

This video covers how to add and use Expense Categories.

See video [2 min, 37 sec]