{% if not user.first_name %}
Currently your name is blank. Click on the profile option to setup your name.
Permission sets are given to users at the group level to determine the permissions the users will have for that particular group. Please click on the "Administration" menu item and select the "Permission Set" submenu option. From there you will be able to create your required permission sets.
Groups are required to differentiate users from different departments/teams/groups. Please click on the "Administration" menu item and select the "Groups" submenu option. From there you will be able to create your required groups.
You can add more users by clicking on "Administration" in the menu, followed by the "Users" submenu option. Users can be in multiple different groups with different permission sets per groups.
You can add multiple products and services to NearBeach. These products and services are used in quotes and invoices. To create a new product or service, please click the "Configuration" menu and then select the "Products and Services" submenu item.
You can add multiple taxes. These taxes are used in quotes and invoices. To create a new tax, please click the "Configuration" menu and then select the "Taxes" submenu item.
Quote templates are used to
The following groups are missing leaders. Leaders are used as the point of contact. Please go to each group's setting to add the leader.