We want you to get the most from using Shareplant Toolbox. Here are a few tutorials to get you started…
How To Add Your Users
Step One: Add users to your Toolbox according to the number purchased at the checkout. Additional users can be purchased to fit your workload.
Note: Access levels determine which modules and tabs your users can see and use. When assigning access levels for each user please refer to our ‘data visibility chart’. Download Chart Here
How To Add Your Customers
Step Two: Add customers to your Toolbox. Customers can be created, viewed and edited at any time by the admin and managers.
How To Add Your Projects
Step Three: Add all your projects to Toolbox. Projects can be created, viewed and edited at any time by the admin and managers.
How To Manage Your Toolbox Subscription
Admins can use the subscription portal to update company payment details, view invoices and cancel or upgrade your plan at any time.
How To Record & Analyse Your Data
This 3 step tutorials takes you through how to:
– Create a new record
– View & edit your company data
– Analyse your data charts
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