Organization Settings

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 over a week ago

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 settings

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