Admin Update
With today’s update, we’ve made significant improvements to the Admin settings area, making it easier than ever to manage your settings! You can now access almost all of your settings directly from the Admin tab. Upon clicking "Admin," you’ll be brought to the home screen of the admin panel, where you’ll find a menu on the left-hand side for navigating between areas like branches, company info, and your user list. Additionally, you’ll see new features labeled with a "Coming Soon" tag, which will be introduced over time. From here, you can select your company or branch, where a series of new tabs—Services, Automations, Company Docs, Accounting Data, and Integrations—will be available. These tabs are designed to house the settings you previously navigated to, now more organized for ease of use. You can quickly access your service-specific settings under "Services," manage automatic processes in "Automations," access templates and documents under "Company Docs," handle accounting data in the "Accounting" tab, and explore integrations in the "Integrations" tab. The top-left drop-down allows for seamless branch navigation, and the return button in the top-right corner quickly takes you back to the home screen. We hope you enjoy the new layout and find it even more intuitive to navigate your settings!