Settings
Learn how to configure and set up your organization in PSOhub.
Organization and Defaults
Business Units
Currency
Roles and Rates
Users and Security
- Create a User
- Create resource skillsets
- Create a resource stage
- How does a new user log into PSOhub
- Team Member
- How to set up and manage Two-Factor Authentication
- Guest Account: My Tasks & Plans
- Project Manager with access to financials including the selling rate but no cost rate
- Team Member Plus
- Project Manager
- Project Manager with access to financials including selling and cost rates
- Single Sign On (SSO) in PSOhub
- Modify a User (User management)
- Security access levels for Sales reps, Controller, Admin and Guest users
- Project Manager with no access to financial information
- Tag users