Console
Console is an admin tool where you can manage Customers, Products, and Platform settings.
You need an invite to log into Console
Contact your System admin if you haven't received your invite.
Records
On Console, each Customer has a record where you can:
- View information about them.
- View related Project, Quote, and Job records for them.
- Perform actions, such as start Jobs.
To find a Customer, or go directly to one of their records, you can use Console home.
Apps
On Console, you can use Apps to modify information.
For example, you can use the Pricing management app to add and edit Product SKUs and see the history of any changes.
Your role on the Platform will determine Records and Apps you have access to. To find an App, you can use the App switcher.
Using the Omnibox
You can open Apps by searching for them in the Omnibox. To open it from anywhere in Console, use the shortcut:
⌘+kfor Macsctrl+kfor Windows