Ensuring staff members have access to only the pages and functions they require. Adjusting the user and permission settings is a great way to simplify how staff member interacts with their work. For example, assigning a Project Manager role, who holds the ability to add/edit/delete Projects, Tasks, and Time, versus a Team Member role, who will only require the ability to view Project and Tasks, but do not need to view Invoices and Quotes and other financial information.
Another way to ensure your account log-in is kept free from any issues is to clear your cache and cookies (we recommend once a month) to keep all background data cleared out. This way, you can decrease the likelihood of log-in issues and loading time.
Also, ProWorkflow offers free one-on-one staff training sessions. Useful for any new staff members you may be onboarding. Also, this is a great opportunity to make sure current users are optimizing their use of ProWorkflow.