Find key settings fast
Consight settings live in the account menu behind your profile picture: profile, theme, notifications, billing, and help. Apps sit in the header's app tray.
Open the account menu (your profile picture in the header).
- Profile: Account settings.
- Theme and dark mode: Settings, then Theme.
- Notifications, billing, and integrations: Settings, then the section you need.
- Articles, training, and support: Help.
Open the app tray in the header for Contacts, Templates & Codes, and other apps.
Tip: Project details live in the Project Information tab inside each project.
More in this section
Collaborate with your team
Collaborate in Consight by assigning bid packages to teammates, editing the same scope sheet together, and @mentioning people in comments to notify them.
Invite teammates
Invite teammates to Consight by email from your team settings, then add them to each project from its Team tab. Each teammate takes a seat on your plan.
Who can do what
Consight roles: admins manage billing, integrations, and the team; members create packages and level bids; only estimators or admins soft award or delete bids.
Manage notifications and your to-do list
Your to-do list is on the home page, and the header bell alerts you when a package is assigned to you, Level Bids finishes, or someone mentions you.
Find key settings fast
Consight settings live in the account menu behind your profile picture: profile, theme, notifications, billing, and help. Apps sit in the header's app tray.
Still stuck after the steps? Email support@consight.ai.