- Click on the Settings section
Select the Organisation tab under Settings section to view the summary and details related to the organisation. You can update details in it as and when required.
Click on the Payments tab under the Settings section. The first tab under payments is Worksheets wherein you can turn on or off the worksheet related settings based on the requirements.
The second tab is Invoices where you can review your billing details and other settings.
The third tab is Payment Methods where you can enable or disable the payment methods for your account.
This will allow managers to claim ownership of a project they are not the owner of
- Financial Controller
Click on the Financial Controller tab under the Settings section. To add a financial controller, click on the Add Financial controller button.
Choose the required manager whom you would like to have as the financial controller by clicking on the respective manager’s checkbox. Then click Submit.
To review privacy related settings, Click on the Privacy tab under the Settings section.
For Skills related settings, Click on the Skills tab under the Settings section. The first tab is the Organisation skills where you can add new organization skills by clicking on the New organization Skill button.
To create a Skill directory, click on the Create Skill directory button.
- Onboarding Forms
Please refer to Section 1 above on how to create and update onboarding forms.
To review notifications related settings, click on the Notifications tab under the Settings
Please refer to Section 6 on how to create and update templates.