Organization Settings

Organization level settings

Kresimir avatar Stjepan Šandor avatar Mihovil Nakic avatar +1
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
Bruno Ilišević avatar
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.
Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

Enable SSO using Microsoft Azure

Set up single sign-on using Microsoft Azure
Mihovil Nakic avatar
Written by Mihovil Nakic
Updated over a week ago

Single Sign-On (SSO)

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

What is a Tax ID?

Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

Enable SSO Using GSuite

Set up single sign-on using GSuite
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 centers on which employees track time against each budget.
Kresimir avatar
Written by Kresimir
Updated this week

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

Placeholders

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