• How to create activity types

  Go to Admin Settings in the left-side menu. Click on Templates. Select Activities from the dropdown menu. Click the New Activity Type button in the top-right corner. Enter the required information. You can create multiple activity types and assign different colors to them for easier identification. Examples: Activity Type: Meals Examples within this type: Breakfast, Lunch, Dinner, ElevensesPopular

• How to assign and edit permissions

  How to assign permissions  When inviting employees to the organization, assign their permissions during the invitation process. Note: If you choose “Custom” permissions for an employee, you’ll need to assign them manually. How to edit permissions  Go to Admin Settings in the left side menuFew readers

• How to create space types

  Step 1: Add Space Types Go to Admin Settings in the left side menu. Click on Templates. Select Spaces from the dropdown menu. Click the Create New Space type or New Space Type button. Fill in the details. You can always add or edit information later. Click on Save. A confirmation message will appear once the Space type is saved. Step 2: Add Subspace Types Go to Admin SettingsFew readers

• How to add or edit guest roles

  Option 1: From Admin Settings Go to Admin Settings in the left-side menu. Click on Templates. Select Events from the dropdown menu. (Make sure Type is selected) Click the Edit button for the event type where you want to add or modify guest roles. Type and add guest roles using the + icon, or remove them using the × icon. Click Edit. A confirmation message will appear onFew readers

• How to create asset types

  Go to Admin Settings in the left side menu. Click on Templates. Click on Create New Asset Type or New Asset Type. Fill in the details. Create the custom fields you need to describe your assets. You can choose from different field types, such as dropdown menus, free text, dates, and more. Click on Save. A confirmation message will appear once the Asset type is saved. Examples: Asset type: GunsFew readers

• How to invite employees to the organization

  Go to Admin Settings in the left-side menu. Click on Permissions. Click the Add Permission. Select the permission level (Admin, Manager, Employee, or Custom) Select the desired employee by checking the box. (Make sure you have the correct email address in their profile. Each email address can only be associated with one organization in Dot5.) Click Send Invitation. A confirmation message will appear once theFew readers

• How to create event types

  Go to Admin Settings in the left side menu. Click Templates. Select Events from the dropdown menu. Click the New Event Type button in the top-right corner. Fill in the details. You can create multiple event types and assign different colors for easier recognition. Examples: (You can assign your event any name that fits your needs, such as the client’s last name or the company name.) Event type:Few readers