Project
Learn how to manage invites and access, set up accounting code types and start work codes.
30 articles
- GreenSlate Accounting Roles/Access Levels
- GreenSlate Payroll & Start Work Access Levels
- GreenSlate Roles and Permissions Overview
- How to: Add a Custom Message to an Invite Email
- How to: Add/Remove a User's Roles
- How to: Batch Invite Employees (Paper Startwork)
- How to: Invite Employees (Paper Start Work)
- How To: Resend/Delete Invites and Update Email Address of Invite
- New Approver Access Request
- Completing Forms, Adding/Uploading Files, Signing Documents and Completing Tasks
- Complete Onboarding Portal Setup Using Gslate
- Creating a New Project and Accessing Existing Projects. Recurring and New Clients
- How to Access the Onboarding Portal
- Inviting Another Stakeholder to the Project
- Navigating the Portal:
- Secure Messaging
- Submission Steps Explained