How To Modify Profiles

Step 1: Click on the gear icon next to your company's name at the top of the portal.

This will take you to the Other Settings page. 

Step 2: Select which profile you want to edit, whether Admin or Mobile Rep from the bar on the lefthand side of the screen. 

There are a variety of settings available to modify for sales activities such as Invoices, Orders, and Estimates. Options you can turn on or off range from enabling permission to edit pricing, make changes to completed orders/invoices, and enabling clock-in/clock-out features.