Company Settings
- Admin: A quick-start guide to setting up your Company
- Configuring your Company Details
- People: Adding and managing team members
- Adding and managing Departments
- Adding and managing Teams
- Setting up your company's Roles
- Setting up Skills and Levels
- Permissions: How they work
- Configuring your rate cards
- Defining your expense categories
- Configuring Currencies
- Setting your Budget Tolerance
- Invoicing Settings
- Managing your Company Notifications
- Understanding Labels
- Setting up your labels
- Overview of Time Management Settings
- Holidays
- Adding and managing Client profiles
- Configuring custom project priorities
- Using API Keys
- Importing data into Forecast
- Managing Integrations
- Setting up your organization
- Subscription
- Setting company-wide working hours