General
Essential guides for using SubBase, including platform navigation, account access, password resets, notification preferences, and basic user settings.
By Andrew1 author19 articles
Vendor DatabaseGuides for managing your vendor database in SubBase, including adding and maintaining vendors, bulk uploads, vendor status, and understanding how vendor information is used across RFQs, orders, and invoices.1 article
Material DatabaseGuides for managing your material database in SubBase, including creating and maintaining materials, bulk uploads, cost and phase codes, and how material data is used across orders, RFQs, inventory, and invoices.1 article
Company SettingsThis collection covers how administrators configure and manage organization-wide settings in SubBase. These articles explain how to control user access, project groups, permissions, addresses, cost codes, and approval workflows, as well as how to customize order and invoice behavior. Use this section to set up SubBase to match your company’s structure, policies, and accounting requirements, ensuring consistent workflows across all projects and teams.4 articles
IntegrationsGuides for connecting SubBase with accounting and ERP systems, including setup, permissions, sync behavior for orders and invoices, and integration-specific considerations.1 article
User SettingsThis collection explains how individual users manage their personal account preferences in SubBase. These articles cover updating profile information, changing passwords, setting a default home page, and controlling notification and reminder preferences. Use this section to personalize your SubBase experience and ensure notifications and security settings match how you work day to day.3 articles