# Firmbee > Help center and documentation for Firmbee ## FAQ - Q: How to remove predefined check-in questions in HR profile section? A: Go to the Check-ins tab in the HR profile view. Choose question to delete then click „…” (ellipsis tab) and Delete. - Q: Additional FAQs! A: For more info on Projects, Documents, Coworking – Candidates, Coworking – Coworkers, Coworking – Job ads, Coworking – HR profiles, Revenue, & Other topics, [read more here](https://firmbee.com/faq) - Q: How to make a new calendar? A: Go to the Agenda tab and choose the New calendar option. Complete the name, choose a color and click Save. - Q: How to activate the inactive clause? A: Go to the candidate details and choose the Clauses tab. Find the clause that you want to activate and move the slider to the right. In a new dialog box choose the date the clause should be valid from. - Q: How to delete the document? A: Go to the Documents module and find the document for deletion. Choose „…” (ellipsis icon) on the right side of the action list and click Delete. Confirm your action in the dialogue box. - Q: Do you have Youtube explainer videos? A: Yes, you can find all our playlists here: www.youtube.com/c/Firmbeecom/playlists - Q: Can I edit or delete the added option from the dictionary? A: Yes, you can. Go to the dictionary list, find the right option, select the ellipis icon and click either Edit or Delete, depending on what you want to do. - Q: How to edit your „To do” list? A: In order to edit a predefined task, click on the specific element you want to modify – priority, text or deadline. - Q: What is the Agenda tab in HR profile for? A: All types of tasks related to the HR profile are visible in the form of agenda. Choose between view of day, week and month to organize and locate your tasks. - Q: Can I use a digital signature when I send e-mails? A: Yes, you can. Go to the Email tab and use a slider to mark this option. - Q: How to assign an expense to the project? A: Go to the detailed view of your chosen expense and click Edit. Choose the project from the list and determine its percentage participation. One expense can be assigned to several projects. - Q: How to add a new project from the dashboard? A: Go to the *Dash* tab and select the *New project* shortcut button. Fill in the data and click *Save*. You can read more about the dashboard shortcut buttons [here.](https://firmbee.com/faq#thirdone) - Q: What is a primary role? A: A primary role has access to records of users with a secondary role.Primary role has stronger privileges assigned in the system than those assigned to secondary roles. - Q: How do standard privileges work? A: We have several types of privileges: - Reading rights – the user can display lists and record details - Edition rights – the user can update record details (including changing statuses and assigning users) - Deletion rights – the user can delete records - Addition rights – the user can add the - Q: How to use a job ad template? A: You can use your job ad template while editing it. You can also go to the list of templates, choose the one that you want to use, click on the ellipsis icon on the right and select + Add to job ad. You can do the same in the job ad template details. - Q: How to add an issue from the Agenda? A: Go to the Agenda tab. The first way is to select the +New request option in the upper right corner. The other way is to click on a specific day in the calendar. In both cases, you need to complete all the information in the window that appears. If you want to add details, choose More options. Once y - Q: How to delete an HR profile? A: There are two ways to delete an HR profile. The first way allows deletion directly from the HR profiles list. To do so, click on „…” (ellipsis icon) on the right side of the given profile and choose Delete on the pop-up list. The same action can be performed on the profiles Details form. Deleting op - Q: How to add a new invoice? A: In order to add a new invoice, go to the Revenues module and choose + New tax invoice. Fill in the following information: - Tax invoice header - Customer (mandatory) - Tax invoice description - Project (if applicable) - Tax invoice number (issued authomatically) - Payment type - PO number - Q: Where can I download the Data Processing Agreement? A: Go to GDPR section of Personal settings in your Avatar module and choose GDPR tab. Click Download contract in the section Data Processing Agreement. The document will be saved as pdf file to your computer. - Q: How to generate expenses based on times logged in the project? A: There are two methods of generating expenses – one intended for single time logs and the other for multiple time logs. To generate an expense for single time log by click on „…” (ellipsis icon) and choose Generate expense option.To generate an expense for multiple time logs tick check boxes on the t - Q: How to create a note for HR profile? A: Go to the detailed view of your chosen HR profile and click the Notes tab. Choose + Add note option. Additionally, you may add notes to your HR profile by choosing Add note tab in the Details section of the HR profile. - Q: How to edit documents? A: Go to the Documents module and find the document for edition. Choose „…” (ellipsis icon) on the right side of the action list and click Edit option. After the editing of the document click Save. - Q: How to edit a job ad? A: You can edit your job ad in two ways. Go to the list of job ads, find the right job ad, click on the ellipsis icon on the right and choose Edit. You can do the same by going to the job ad details. In both cases a new form will be displayed which you can immediately edit. - Q: How do I assign a candidate to the recruitment process? A: Go to the candidate details, choose the Recruitment list tab and the + Assign to HR profile option. In a new dialog box, choose the right HR profile and confirm your choice by clicking Assign. The candidate can be also assigned to the right recruitment process from the HR profile in the Candidates t - Q: Where to add documents the project? A: You may add links to external documents to your every project. To do so, go to the Details tab of your project and in the Project documentation section choose + (cross icon) option. In the new dialog box give the name and the URL of your external document. - Q: How to add a clause to the coworker’s profile? A: Go to the detailed view of coworker’s profile and choose Clauses tab. Click + Add clause tab, and in the window that pops up add give the name of predefined clause, validity date, and way of communication. Click Activate clause. All clauses related to the given coworker appear on the Sent clauses li - Q: How to add coworker’s profile? A: Go the Coworkers module and choose + New coworker option in the right top corner of the page. Fill up the form in the new window by adding details such as: - Avatar - Name and surname (mandatory) - Status(mandatory) - Salary and hourly rate - Position and position description - Option to sav - Q: How to add expenses on contact details form? A: Go to the customers details on the contact details form and choose the Expenses tab. In the next step choose the + New Expense option. Your transaction will be visible on the Expenses list immediately after the form is completed. The expense can be also added from the level of the Expenses tab. - Q: How is the HR team member notified about check-ins questions? A: The HR team member is notified by an e-mail that there is a check-in question in the system. To answer the question the team member has to click the link in the e-mail to be transferred to the right location in the HR profile view. - Q: How to edit an expense? A: Go to the list of expenses, find the one that you would like to edit, select the ellipsis icon on the right and click Edit. You can do the same by going to the detailed view of your expense. After you introduce all the necessary changes, click Save. ## Search For specific questions, search: https://app.helpshelf.com/help/firmbee/search?q={query} ## AI Agent Access - [Full product context](https://app.helpshelf.com/help/firmbee/llms-full.txt): policy-checked verified documentation, or guarded-access guidance when bulk export is unavailable - MCP endpoint: https://app.helpshelf.com/api/mcp/c42dae16350d (streamable HTTP) with tools: search_docs, ask, get_article, get_product_context Send `Accept: application/json, text/event-stream` — a compliant Streamable HTTP server answers 406 without both media types. - [MCP server card](https://app.helpshelf.com/help/firmbee/.well-known/mcp/server-card.json): machine-readable description of the endpoint above - [Agent skills](https://app.helpshelf.com/help/firmbee/.well-known/agent-skills/index.json): how to use this documentation, as an Agent Skill - Markdown: any article URL returns Markdown when requested with `Accept: text/markdown` AI agents have read-only access to published documentation. This MCP endpoint never creates tickets, notifications, or other account mutations.