Vertabase Project Management Support Site

General FAQ's and Quick Project Management Support

For more detailed support, use the help files, online manual or video learning center from within the software. And of course, you can always email us or call us at 888-505-0566.

Getting Started

1. How do I Set-up Vertabase?
2. Can I change people's access rights?
3. Can I control who sees different project information, for example clients or executives?

1. How do I Set-up Vertabase?

Vertabase is very easy to set up. You can be up and running in less than 5 minutes. Follow these simple steps:

1. Click Admin in the blue navigation bar and then click Company Settings in the orange navigation bar;
   
   
2. Add your company's office location under Offices;
   
   
3. Add the names of a few of your clients under Clients; and
   
   
4. Add the names of a few typical project activities under Work Types.

With Offices, Clients and Work Types in place you can create projects, build schedules, manage budgets, track time, and much more. This all you need to get started. You can always add more items or configure other options later.

You can also add many of these items on the fly wherever you see an "add new" link.

Other options you can configure include your company's typical work week or hours worked per week, time tracking, document storage limits and document retrieval, what triggers email notifications to whom, specific project data fields, user groups, reporting options, categories in the expense system and many other features. But don't worry, they are all easy configure and can be done at your own pace.
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2. Can I change people's access rights?

Yes, access rights can be changed from the Access Levels page within the Admin section. You can create any number of custom access levels giving you control over what users or clients can see and do within Vertabase project management.
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3. Can I control who sees different project information, for example clients or executives?

Yes, you can have very fine control over what people can see and do in Vertabase by using Access Levels.

Think of Access Levels as groups of users who all have the same rights and privileges in the project management software. Any number of specific users can be assigned to a single user group (or Access Level). This makes it easy to control the privileges of groups of users. By editing the user group's Access Level, you can change access privileges for many users at the same time.

Create Access Levels by following the steps below.

1. Click Admin in the blue navigation bar.
   
   
2. Click the text link labeled Access Levels in the orange navigation bar.
   
   
3. Click Add in the orange navigation bar.
   
   
4. Provide a name for this access level using the Access Level Name field.
   
   
5. Optionally, you can provide a description in the Description field.
   
   
6. Determine the display order of this level by using the "Insert new access level after level" field. This controls the order in which Access Levels are displayed on all drop-down menus and in the Admin section itself. It is a good, quick proxy for seeing which group has greater or lesser privileges than another.
   
   
7. Use the column of checkboxes to enable (checked) or disable (unchecked) the various access level options that are displayed. Its that simple.
   
   For example, having the option "Projects > Documents > View Document List" disabled will prevent a user from having access to all documents without restriction. The user will only see documents where access was deliberately granted. To receive further help in understanding each access level option use the Help Files link within the software itself.
   
   
8. Click the Submit button to save the access level.

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