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12. Settings and Administration

User & Administration Guide — Version 1.0.16.0

Guide summary

Configure appearance, time tracking rules, workflows, billing defaults, roles, and setup health.

On this page

Administrators and app administrators configure the application from Settings. Tabs available depend on your role.

12.1 Appearance

Branding, theme, logo, and dashboard naming.

Settings appearance tab
Appearance — branding and theme.

12.2 Time Tracking

Pay period type, week start day, hour limits, and lock rules for past periods.

Settings time tracking tab
Time tracking — pay periods and hour limits.

12.3 Workflows

Approval required, approver source (manager / project / both), rejection rules, email delivery.

Settings workflows tab
Workflows — approval routing and notifications.

12.4 Expenses & Billing

Invoice number prefix and padding, payment terms, tax defaults, budget alert threshold.

Settings expenses and billing tab
Expenses & billing — invoice numbering and tax defaults.

12.5 Setup Status

Provisioning health, list completion, and optional sample data seeding.

Settings setup status tab
Setup status — list provisioning health.

12.6 Roles & Permissions

  • User roles — assign member, team lead, manager, or admin
  • Role permissions — page and action matrix per role
  • Pay periods, Holidays, Audit log