Vertabase Learning Center

Getting Started with Vertabase

This video covers how to get started with Vertabase by configuring Clients, Offices and Work Types to begin creating user accounts, creating projects, assigning resources to tasks and submitting timesheets.

• See video [7 min, 46 sec]
• Read How to Get Started with Vertabase

How do I create limited access user accounts?

This video covers how to create a limited access user account. An example is presented to demonstrate how to verify user licenses, create an access level, and create a user account.

See video [14 min, 16 sec]

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