Admin menu
Where admins manage the organization, costs, and service setup.
Customer Organization Admins only. The Admin gear only appears for Organization Admins. If you don't see it, ask an admin in your organization for help. See User roles explained.
Click the Admin gear in the top bar to open the menu. It has three groups. Some items only show up if that feature is turned on for your organization, so your menu may be shorter than the list below.
Organization
- Settings: your organization's setup: service request options, dispatch, checklists, tags, categories, modules, custom fields, and more. See Organization settings and request links.
- Users: add, edit, and deactivate users. See Add a user.
- Squads: group users by team or region. See Group users into squads.
- Import: bulk add or update equipment, locations, users, and parts from a spreadsheet. See Import equipment, locations, users, and parts.
Costs
- Costs: every cost logged against your work, with totals and approval status. See Track spending on the Costs page.
- Import Invoices: upload invoice and estimate files for Bricks to match to jobs. See Upload invoices and estimates.
- Approval Workflows: the approval chains costs go through. See Set up approval workflow templates.
Service
- Workflows: custom status steps for service requests. See Build custom workflows.
- Service Providers: the outside vendors you send work to. See Manage service providers.
Tip: Don't see an item you expected, like Squads or Approval Workflows? It may not be turned on for your organization yet. Contact the Bricks team and we can help.
Related articles
- Navigate the top menu bar
- User roles explained
- Organization settings and request links
- Group users into squads
- Track spending on the Costs page
- Build custom workflows
- Manage service providers
Need help? Message the Bricks team from the chat bubble in the bottom-right of any screen, or contact Nicole Tavizón at nicole.tavizon@withbricks.com.