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Help Center

Management

Management

Managers and admins can use our management resources to update user details and permissions, modify company settings, manage integrations, and more!

Dashboard

How to use the Management Dashboard

New Project button

Admin

How to Add, Edit, and Remove Users

How to Reassign Clients

Email Verification

How to Create Groups for Group Reporting

Project Templates

Company Contact Info

Third Party Connectors

Credit Card Integrations

Marketing Software Integrations

Client Statuses

Supplier Statuses

Tax Codes

Zip2Tax

Connect to Xero

Connect to QuickBooks Online

How to Export Invoices & Bills as a CSV or XML File

Ship Methods

Payment Terms

Next Action Types

Imprint Methods

3rd Party Shipping Accounts

Project Numbers

Other Options

How to Assign a commonsku User's Permissions

Email Templates

How to Create & Update Commissions

How to Create a Decorator Matrix

How to Use a Decorator Matrix

Billing

commonsku & Avalara

How to create, apply, and adjust your currency conversion rates

See more

Analytics

How to use Management Analytics

Sales Targets