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intermediate Earn: Admin Pro

Team Admin Training

As an admin, you're responsible for keeping Local Business Pro running smoothly for your whole team. This course covers user management, business settings, template customization, and reporting.

40 minutes 4 modules, 12 lessons
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Team Admin Training Course

What You'll Learn

Add and manage team members with appropriate permissions
Configure business settings and preferences
Create and customize templates for estimates, invoices, and emails
Generate and interpret key business reports

Course Content

User Management

3 lessons

Add, configure, and manage team members.

Adding Team Members Invite new users to your account. 3 min Managing Access Handle common user management tasks. 3 min Roles and Permissions Control what each user can see and do. 4 min

Business Settings

3 lessons

Configure your account to match your business.

Business Hours Configure your operating schedule. 4 min Company Profile Set up your business information. 3 min Service Areas Define where your business operates. 3 min

Templates & Customization

3 lessons

Create professional, branded communications.

Email Templates Design emails that represent your brand. 4 min Estimate/Invoice Templates Customize your financial documents. 4 min SMS Templates Craft effective text message templates. 4 min

Reports & Analytics

3 lessons

Get insights from your data.

Custom Reports Build reports for your specific needs. 2 min Exporting Data Get your data out for external analysis. 2 min Key Reports Understand the reports that matter most. 4 min