Account Configuration

Company Settings

• Admin: A quick-start guide to setting up your Company
• Configuring your Company Details
• Setting Company-wide Working Hours
• Managing your Account Setup
• Subscription

Structure & Roles

• Adding and Managing Departments
• Adding and Managing Teams
• Setting up your Company's Roles
• Setting up Skills and Levels

Financial Configuration

• Configuring your Rate Cards
• Defining your Expense Categories
• Configuring Currencies
• Setting your Budget Tolerance
• Invoicing Settings

Custom Fields, Labels & Priortization

• Custom Fields
• Understanding Labels
• Setting up your Labels
• Configuring Custom Project Priority Levels & Task Monitoring

Time & Scheduling

• Overview of Time Management Settings
• Holidays

Tickets

• Getting Started with Tickets
• Creating and Managing Tickets
• Email Support and Auto-Replies
• AI Summaries & Responses in Tickets
• Understanding SLA Tracking
• Admin Settings for Tickets

See all 7 articles

Clients, Contacts & External Data

• Client & Contact Profiles
• Using API Keys
• Importing Data into Forecast
• Managing Integrations

Client Workspace

• Configuring the Client Workspace for a Client
• Getting Started with the Client Workspace
• Adding a User to the Client Workspace
• Enabling Client Workspace and Managing Phase Approvals on a Project
• Retainers in the Client Workspace
• Previewing the Client Workspace as Your Client

See all 9 articles

Notifications & Communication

• Managing your Company Notifications