MAC first time user - Creating Projects and Tasks

Perri  Leviss's Avatar

Perri Leviss

02 Mar, 2016 01:06 AM

This is my first time using cashboard and I do not have projects set up so it says that I need to create them and there is a CREATE button on the top of my screen, but I can not find this anywhere?

  1. Support Staff 1 Posted by Seth B on 02 Mar, 2016 02:34 AM

    Seth B's Avatar

    Hi Perri,

    It looks as if you’ve been created as an “employee” under the Fio Partners account. Employees have limited permissions, as described here:

    http://help.cashboardapp.com/kb/misc/employee-permission-levels <http://help.cashboardapp.com/kb/misc/employee-permission-levels>

    Right now your account is set as a level 3 - employee. If you need more access than that, please talk to Anne or Jane, who administer your account.

    Best regards,

    - Seth

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