Embedded Files
These Icons are present in all pages of the app ans serve to quicly navigate and create tasks
People
People
Non-Users
Non-Users
Directory
A General list of contacts. Each contact can be an organization or an individual. If it is an individual it can be then linked to an organization.
Add Directory
This is used to add a new organization or a new individual. Note that it must be linked to a taxonomy class and taxonomy type
Taxonomy
Taxonomy
This subset of taxonomy class refers to people and their roles in construction.
Consumers: Customer
Brands:
Supplier: Provide / manufacture items.
Consultant: Provide advice or intellectual service only
Trade: provide physical service (tangible items) and may also provide consulting
Users
Users
Users are different from the directory as they have access to the app. When we crate a user the app will automatically replicate it and create a directory entry.
Members
These are people that have access to app as a team component they provide work
Customers
Clients, belong to an account
Builders
The main contractor, have access to the construction package.
APP - Directory - 220909.mp4Report abuse