The Quick start for Administrators highlights all basic information that the Chase Administrator needs to know in order to set up and maintain the system. Each and every agency has its way of running their business and how it is set up. Chase allows the Administrator to set up basic information about the agency that will assist all users to be able to properly use Chase.
Below are some of the set-up that the administrators need to know before any documentation can be created or opened.
- How to set up company details
- Setting up Terms and Conditions
- Defining Timesheet Settings
- Adding new Task types
- Adding new Work types
- Adding a new User
- Managing User Licenses
- Adding a new Client
- Adding a Supplier
- Adding a Contractor