The concept of Hats in Aero allow you to track how much time is being spent by your team wearing various different hats. You can set up a list of Hats that represent different functions, such as CFO, Controller, Bookkeeper, Admin, Sales, etc. Or you can set up a list of Hats that represent specialties– Bill.com guru, QBO Expert, Social Media Maven, etc.
Setup > Hats will take you to the Manage Hats screen. You can click the down arrow to Add a New Hat. You can use the sort and filter features of the grid to find the Hat you want. The columns of the grid are:
|View||Click the blue View button to edit the hat.|
|Name||The name of the hat.|
|Active||Whether or not the hat is active.|