{% if not user.first_name %}

Please fix your name

Currently your name is blank. Click on the profile option to setup your name.

{% endif %} {% if not permission_setup %}

Please setup Permission Sets

Permission sets are given to users at the group level to determine the permissions the users will have for that particular group. Please click on the "Administration" menu item and select the "Permission Set" submenu option. From there you will be able to create your required permission sets.

{% endif %} {% if not group_setup %}

Please setup Groups

Groups are required to differentiate users from different departments/teams/groups. Please click on the "Administration" menu item and select the "Groups" submenu option. From there you will be able to create your required groups.

{% endif %} {% if not user_setup %}

Add new users

You can add more users by clicking on "Administration" in the menu, followed by the "Users" submenu option. Users can be in multiple different groups with different permission sets per groups.

{% endif %} {% if not product_setup %}

Add products and services

You can add multiple products and services to NearBeach. These products and services are used in quotes and invoices. To create a new product or service, please click the "Configuration" menu and then select the "Products and Services" submenu item.

{% endif %} {% if not tax_setup %}

Add taxes

You can add multiple taxes. These taxes are used in quotes and invoices. To create a new tax, please click the "Configuration" menu and then select the "Taxes" submenu item.

{% endif %} {% if not quote_template_setup %}

Quote Templates

Quote templates are used to

You can setup templates by clicking on "Configuration" menu and selecting the "Edit Templates" submenu option. When creating a template, it will automatically fill out the required fields with the default templates.

{% endif %}