Help for MyCorbu Architectural Bookkeeping
What is a User Role
A User Role is way to control access to data. You can assign all User Roles to every user, or you can selectively assign User Roles.
By adding Labor Rates and Charge Rates to each staff member’s profile you are adding financial information to the things you are already tracking.
These are the recommended first steps to help you get up and running with the least fuss. There are several other features that you will want to get familiar with, but this is the bare minimum to get started.
Use your browser print command to print this Guide to use as a checklist.
Upgrading your organization’s BASIC MyCorbu account to a BOOKS account is done by an Admin of your account purchasing a subscription with a credit card. Subscriptions last for a period of 4 months.
PayPal is not accepted.
This article explains how to get a subscription and how to renew.
What defines a User?
A User is simply someone who uses the MyCorbu app; but there is a bit more to it.
You can export the data available to you at any time and as often as you wish.
'Export' is available for most tables in MyCorbu.
Phases are subdivisions of a Project.
In MyCorbu you set up whatever Phases you are accustomed to using. You will probably have a dozen or more. At least one Phase is recommended.
What are historical data
Historical Data are any time records that happened in the past.
What Is The Admin Role
The Admin Role controls access to the MyCorbu account. Adding Users is one of the two functions that distinguish an Admin. The other is managing the Phase Names that the organization uses in their projects. Your Standard Phase Names are established by an Admin for consistency.
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