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Organisation Settings

Organisation Settings

Oranisation level settings

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10 articles in this collection
Written by Kresimir and Stjepan Šandor

Single Sign-On (SSO)

Set up SSO for your organisation
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Written by Stjepan Šandor
Updated over a week ago

Enable SSO using GSuite

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

Custom Categories for Insights

Create a custom category for reports created in Insights
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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.
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Written by Kresimir
Updated over a week ago

Enable SSO using Okta

Set up single sign-on using Okta
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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.
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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.
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Written by Kresimir
Updated over a week ago

Creating Custom Fields

Learn how to create and modify custom fields
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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