Only the Admin can edit these sections of the settings.
Business Profile
In the General section, you can update the business profile settings for your workspace. This includes your company details, logo, and contact information.
Company Name - Enter your company’s name
Workspace Logo - You can upload your company logo here to personalize your workspace
Website - Enter your company’s website URL
Instagram Handle - Add your company’s Instagram that will be later reflected in exports to your clients
Email - Update your company primary email address
Phone Number - Enter a primary phone number for your company
Address Details - All the usual address details of your company
Once you’ve updated your business profile details, click Update to save your changes.
Members
Under the Members section, you can view and manage workspace members and their roles.
Workspace Members
View current members and their roles within the workspace
Admin can also change their role here or remove members from a workspace
To invite new members, click Invite Member and enter their email address. You can assign them either Admin or Editor roles.
Invited Members
See members who have been invited but have not yet accepted the invitation
While invitations are pending, you can either resend them or cancel them entirely
Customization
Customize the default vendor tags, client tags, and groups for your projects. Designed to help you stay organized and speed up your workflow.
Vendor Tags
Vendor tags allow you to unify vendor categories, budget categories, and timeline tags, helping you keep your projects organized.
You can create custom tags that will make it easier to filter and manage vendor information across your projects.
You can create new Vendor tag via button Add Vendor tag.
Client Tags
Client tags enable you to categorize and filter specific line items in timelines, allowing for better organization and easier export of data.
Use these tags to track client-specific details efficiently.
You can create new Client tag via button Add Client tag.
Groups
Organize your services and client-related tags into custom groups to enhance project management.
Groups allow you to bundle services and client tags together for quick filtering and exporting.
You can create new Client tag via button Add Group.
Vendor tags, Client tags, and Groups are designed for use in the tags column within timelines or budgets.
