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Organisation Settings

Organisation Settings

Oranisation level settings

Kresimir avatar Stjepan Šandor avatar
10 articles in this collection
Written by Kresimir and Stjepan Šandor

Single Sign-On (SSO)

Set up SSO for your organisation
Stjepan Šandor avatar
Written by Stjepan Šandor
Updated this week

Enable SSO using GSuite

Set up single sign-on using GSuite
Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

Custom Categories for Insights

Create a custom category for reports created in Insights
Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

Service types

Service types define what you sell to your clients. Define service types as cost centres on which employees track time on each budget.
Kresimir avatar
Written by Kresimir
Updated over a week ago

Enable SSO using Okta

Set up single sign-on using Okta
Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

Holidays and Time off settings

Change your Holidays or add paid and unpaid events in Scheduling settings.
Kresimir avatar
Written by Kresimir
Updated over a week ago

Sales pipeline stages

Sales pipeline stages tell you where the leads are in your sales process. You can customize pipeline stages depending on your flow.
Kresimir avatar
Written by Kresimir
Updated over a week ago

Creating Custom Fields

Learn how to create and modify custom fields
Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

Placeholders

Use Placeholders to plan and add virtual users to Scheduling
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Written by Stjepan Šandor
Updated over a week ago

Document settings

Set up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.
Kresimir avatar
Written by Kresimir
Updated over a week ago