- Academy
- CostCertified Knowledgebase (old platform)
- User, groups and permission management
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Getting Started
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Bolster Basics
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Bolster Dashboard
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Bolster Proposals
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Bolster CRM
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Line Items & Assemblies in Bolster
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Bolster Presentations
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Company Preferences & Settings in Bolster
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CostCertified Fundamental Skills (old platform)
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CostCertified Knowledgebase (old platform)
- PDF / document template editing
- Item editing, importing and exporting
- Creating and updating sales tax / VAT
- Troubleshooting
- Assembly building strategies
- Proposal/quote presentations
- Project details and settings
- User, groups and permission management
- Client management
- Accessibility
- Leads and lead forms
- Vendor payments
- Accepting invoice payments through CostCertified
- Updates
- Webhooks
- Exporting for Sage Accounting Software
- Client Chat
- AutoCost
Add a profile picture for a user
You can add a picture for your users, or each user can add their own.
To add a profile picture for your users in your company
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Open the Settings and services panel and go to the Users page
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Double click on the row with the user you wish you to change, their user panel will come up
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From the user panel go to the Settings tab
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Scroll down until you see the Picture section. If there is no picture, it will have a button that says None, add one. Click the button.
- When the File selector panel opens, choose an existing file by clicking on it, or upload one, and choose Select.
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Click Save from the user panel to save your change
To add a profile picture for yourself
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Click on your user icon on the top right of your navigation bar
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Choose My profile
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Once in your profile page, follow the steps 4 - 6 from above