- 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
Create a New User
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Go to the Users page from the Settings and services panel
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Click the Create + button on the top left of the users table
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When the new user panel opens, enter the email. It must be a valid email to work. Once entered more fields will become available.
- Fill in the rest of the information, email, first name and last name are required.
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Click save.
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Once you have created a user, you can adjust their permissions.