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Organization Settings
Organization Settings
Organization level settings
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12 articles in this collection
Written by
Kresimir,
Stjepan Šandor,
Mihovil Nakic
and 1 other
Enforce Two-Factor Authentication (2FA) for your organization (BETA)
Improve security by making 2FA mandatory for all users in your organization
Written by
Bruno Ilišević
Updated over a week ago
Rate Cards
Set up rate cards for your company and reuse them later in budgets and deals.
Written by
Stjepan Šandor
Updated over a week ago
Enable SSO using Microsoft Azure
Set up single sign-on using Microsoft Azure
Written by
Mihovil Nakic
Updated over a week ago
Single Sign-On (SSO)
Set up SSO for your organization
Written by
Stjepan Šandor
Updated over a week ago
What is a Tax ID?
Written by
Stjepan Šandor
Updated over a week ago
Enable SSO Using GSuite
Set up single sign-on using GSuite
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 centers on which employees track time against each budget.
Written by
Kresimir
Updated this week
Enable SSO using Okta
Set up single sign-on using Okta
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.
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.
Written by
Kresimir
Updated over a week ago
Placeholders
Use Placeholders to plan and add virtual users to Scheduling.
Written by
Stjepan Šandor
Updated over a week ago
Document Templates
Set up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.
Written by
Kresimir
Updated over a week ago