5.6 Documents, Reports, Branches

  • Documents: Upload documents, assign to staff/branch, set due date, download.
  • Reports: Last 30 days summary, top staff (hours), hours by branch.
  • Branches: Branch list, add/edit (owner); managers see only assigned branches.

6. Web Admin — Settings (P2)

Who it’s for: Owner; some pages are read-only for managers.