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Permissions & access
- Control access to business finances
- Control access to rates
- Control who can create projects
- Control project administration
- Control staff and team management
- Control expenses and claims
- Control report definition editing
- Control access to contacts
- Give full project control with Owner
- Manage project work without changing money
- Let project members edit tasks safely
- Share a project safely with Viewer
- Let a team lead coordinate shared work
- Share teammate profiles without management access
- Keep team members focused on their own work
Contacts & Clients
Step-by-step guides for contacts & clients in Monument.
- 1Add contacts to your projects VideoGive a contact a role on a project, create new roles on the spot, and see every project a contact touches from their own page.
- 2Contacts and clients VideoKeep clients, consultants and suppliers in one address book: individuals or companies, given the contact types that decide where they surface.