Administration tools

Accessing administration
To access the adminitration\settings screen, just go to the upper right corner and click on your profile image.  You can access any settings catego...
Wed, 27 Sep, 2023 at 9:38 AM
User settings
The user profile screen allows to set the user's name, change their password, upload a profile image, and create another company (and see what companie...
Wed, 27 Sep, 2023 at 9:44 AM
Company settings
The company settings screen allows to change global settings. Company info is general company information. User and Groups display the list of...
Wed, 27 Sep, 2023 at 10:04 AM
Users and Groups
Users and Groups window helps you to create and manage new users. How to make a new user? Click on the button to create a new user and fill in all the ...
Wed, 4 Oct, 2023 at 6:42 AM
Branding
Company Branding menu allows you to change logos, invite external reviewers, and enable Kanban view. How to change the logo? It is possible to change the ...
Wed, 4 Oct, 2023 at 6:36 AM
Notifications
Notifications menu allows you to send email notifications as a reminder about a pending task. Set up the time by clicking on it and choose your time zone in...
Wed, 4 Oct, 2023 at 6:20 AM
Review Settings
Review Settings is a menu that allows you to change approval settings, create checklists and set up a spellchecker. How to change approval settings? In...
Wed, 4 Oct, 2023 at 6:15 AM
Integrations
The Integration menu allows you to enable or disable integrations with Okta SSO and Slack. Slack integration provides the means of communication with th...
Wed, 4 Oct, 2023 at 5:59 AM
Subscriptions
The Subscriptions menu allows you to track subscription plans and control your expenses. It is possible to choose one of the current plans and even add more...
Wed, 4 Oct, 2023 at 5:57 AM