凯发k8旗舰厅

How to set up the system?

Find the important steps below and watch our video to get exact information on how to approach personal and organization settings

1. Go to Settings by clicking your avatar in the upper right corner. Select the Organization Configuration.

2. The first tab called Settings lets you complete all the information related to your profile and your company鈥檚 profile. Be precise, because data entered in this tab now will be used to autofill and create official documents in the future. Below, in the Regional settings you are able to determine the language of the system, default currency, time formats, date formats and more.

3. In the users tab you鈥檒l find a list of all users. When you鈥檙e ready to invite your coworkers, just click the 鈥淣ew user鈥� button in the user tab and fill in the details including: their name, position, hourly rate, role, e-mail and language. The person will receive a link to log in via e-mail.

4. What鈥檚 important is that here you can configure the authorizations for different roles.

5. The Preferences tab lets you set new names and statuses for projects, recruitment, payments and so on. As 凯发k8旗舰厅 is a very customizable system which adapts to your needs, here you have a possibility to set your preferred naming for different fields of the system. In the Preferences tab you can also add and store E-mail templates, set To-do鈥檚 for upcoming payments, edit your Dash, and manage Notifications.

6. In the GDPR tab, you can create and store GDPR templates and download important data.

7. Go to the Others tab to check payment plans, integrations and activity history.