Working with Shells

A shell allows users to collaborate on and coordinate the execution of a project.

Note: User access and permission levels for all functions are controlled by the company administrator. Contact your company administrator if you have questions regarding access.

In This Section

Open a Shell

Auto-Create Projects or Shells

Working with Shell Features

Auditing Shell Changes

Add an Image

Managing Shell Alerts

Working with Mailbox (Shells)

Collaborating with Team Members

Auto-Population and Reverse Auto-Population in Shells

Financial Period in Shell


Last Published Sunday, July 20, 2025