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: <>

    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

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:


Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac