Account Management

• Account Settings
• Access your Invoices
• Steps to Purchase PlanRadar
• Rename Account
• Delete your Trial Account

Project Setup

• Create & Edit a Project
• Manage Project Details
• Manage Forms of a Project
• Manage Layers of a Project
• Upload Plans to Layers
• Update Plans

User Management

• Create & Invite Users
• Assign Projects to a User
• Create & Manage Roles
• Configure User Permissions
• Custom User Details
• Manage Users on your Account

Forms

• Create & Edit Forms
• Field Types
• Form Options
• Field Permissions
• Manage Forms
• Manage Favourite Forms for the Quick Access Menu

Lists

• Create & Edit Lists
• Manage Lists

Ticket Report Templates

• Create Basic Ticket Report Templates
• Manage Ticket Report Templates
• Restrict Ticket Report Templates to Specific Projects
• Add Replacement Tokens to Ticket Reports
• Create Advanced Ticket Report Templates
• Manage Pages in Ticket Reports (Advanced)

Project Report Templates

• Create & Edit Project Report Templates
• Create & Edit Dynamic Fields in Project Report Templates
• Restrict Project Report Templates to Specific Projects
• Manage Project Report Templates