Products
Choose the product you use, then the part you play in it.
Ask for time off, decide on it, and keep balances right.
Ask to spend against a budget, approve it, and set the budgets and limits.
Quote a job, sign it off, and record what the client said.
Raise tickets, triage them, and move them across the board.
Brief artwork, upload versions, have the client approve through a link, then print or deliver.
Plan media, have the client approve the plan through a link, book it with media owners, reconcile invoices and bill the client.
Receive, assign, service and retire what your organisation owns.
Request supplies from stock, approved by value.
Every product
Signing in, finding your work, and running the workspace as a tenant admin.
Every role each product uses, and what it allows.
Which role am I?
Your tenant admin gives you roles under Manage > People. Your organisation may have renamed them, so the names you see can differ from the ones used here. Roles and permissions lists every role each product uses and what it allows.