Where do I find the guide?
- It opens at the chapter for the tab you were on. So if you press Guide from Financials, it opens on Financials.
- The chapters follow the order of a job, from the quote to handover. Your company, your account and what applies everywhere are at the end.
- Each chapter is a list of questions, in the words people actually say.
- Press one and the answer opens under it: the short version first, then the steps, then anything worth knowing.
- The search box at the top searches all of it at once, best answer first.
- It is the fastest way in when you know roughly what you want, but not which tab it is on.
- It has the same answers as this box. The difference is that you can read them without knowing what to ask. In your first week, that is your position.
- It works with no signal and costs nothing to open.
- The answers are written down and come with the app. They are not fetched. So it is the same on a site with one bar as in the office.
- It holds the chapters you can reach.
- If a role has Financials switched off, that person does not see the Financials chapter, because its steps end at a tab they cannot open.
- Your jobs, your account and what applies everywhere are there for everybody.
- If you search for something in a chapter you cannot see, the guide says so and names the tab the answer is on. It does not give you the next best thing.
- If you change what a role can reach, under Who can do what in Company admin, the guide changes immediately.
Worth knowing
The guide says how YourCA works. What your own job says is a different question. Ask that one in this box. The guide does not know what you claimed.