Proteus

An introduction to the Proteus Dashboard and how to Navigate the system

Proteus Dashboard Introduction

How to activate your user account and setup user profile

How to manage your Team members profiles including actual cost and expected weekly hours as well as how to create a Group.

Maintain all your client, supplier and other external companies data in one place including addresses and contacts

Setup and maintain client contracts and internal agreed charge out rates using rate tables including terms and conditions

Create your document templates and define your folder structure for newly created records

How to Add the Proteus Add-in and Insert Tags

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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