Course

Team Admin Training

Essential training for administrators and office managers. Learn user management, settings, templates, and reporting in 40 minutes.

intermediate 40 min 12 lessons
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Learning outcomes

  • Add and manage team members with appropriate permissions
  • Configure business settings and preferences
  • Create and customize templates for estimates, invoices, and emails
  • Generate and interpret key business reports

Target audience

  • Account administrators
  • Office managers
  • Business owners managing teams

Modules

  • User Management: Add, configure, and manage team members.
  • Business Settings: Configure your account to match your business.
  • Templates & Customization: Create professional, branded communications.
  • Reports & Analytics: Get insights from your data.