Organisation Setup

Articles

• The Organisation Page
• Branches, Divisions and Tracking Sites
• User Access Levels
• Billable Item Units and Billable Items
• Client Feedback Types
• Groups
• Custom Jobs
  • Aggregates
  • Copy / Paste Field Types
  • Custom Job Templates
  • ChatGPT Prompts in Custom Jobs
• Chart of Accounts
• Email Templates
• Industries
• Tracking Categories
• Budgets/Budget Templates
• Required Project Information
• ‘General’ Settings
• Price Lists
• Supplier Types
• Templates
• Tender Types
• Roles
• Positions
• Org Chart
• 2 Factor Authentication
  • 2 Factor Authentication for Admins
  • 2 Factor Authentication for Users
• Your Profile Page