Admin: One time settings

After the Admin Account is created, set the following #

1. Setup SMTP details
   • Add your SMTP details from Admin panel Settings -> Notification Settings -> Email Settings
2. Setup Company Settings
   • Update your company details in Admin panel Settings -> Company Settings
3. Setup Profile Settings
   • Update your profile details in Admin panel Settings -> Profile Settings

Optional Setup & Information #

1. Setup Payment Gateway Credentials
   • There are 3 online payment gateways PayPal, Stripe and Razorpay to accept payments for invoices by clients
   • Setup PayPal credentials
   • Setup Stripe credentials
   • Setup Razorpay credentials
2. Setup Invoice Settings
   • Setup invoice prefix, invoice template, default no of due days
   • Setup GST number and invoice terms text
3. Setup Ticket Settings
   • Manage Ticket agents – Admin can assign the tickets to these agents.
   • Manage Ticket types – Admin can categorize the tickets to different types.
   • Manage Ticket channels – Admin can select the source through which a ticket is generated.
   • Manage Reply Templates – Reply templates are the frequent text replies that you can use during the ticket conversations.
4. Setup Attendance Settings
   • Set up office start and end time and the working days. The employee will be allowed to clock in during these days and times only
   • Set the half-day mark time – If an employee clock-in after this time then half-day will be marked automatically
   • Set late mark minutes – If the employee clocks in after the set no of minutes from the office’s start time then Late will be marked automatically.
   • Admin can enable the clock-in radius and IP restrictions for employee’s clock-ins
5. Setup Leave Settings
   • Manage leave types with color codes and number of leaves allowed for each type. These color codes will be visible when an employee applies for the leave.
   • Select whether to count leaves from the start of the year or employee’s date of joining
6. Setup Module Settings
   • Enable/Disable the modules for the admin, employee, or client users.
7. Setup Roles & permissions
   • There are 3 default roles – Admin, Employee, and Client. You cannot make any changes in these roles.
   • If you want to allow more permissions to the employee then you will have to create new roles with required permissions and then assign that role to the employee.
   • There are few permissions that are visible to an employee even if you do not assign them. You can see an icon (i) in front of them.
8. Setup Message Settings
   • By default admin <–> employee or employee <–> employee chat is allowed
   • Admin can enable chat between employee <–> client and admin <–> client
9. Setup Storage Settings
   • There are 2 types of storage settings – local storage (on your hosting server), AWS
   • AWS Setup
     • Get AWS key and Secret
     • Get AWS bucket and region
10. Add new Language or add Translations
    • Enable languages – Go to Admin panel Settings -> Language Settings and enable languages you want
    • Add translations – Go to Admin panel Settings -> Language Settings and click the Translate button
    • When you have imported your translation (via buttons), you can view them in the web interface. You can click on a translation and an edit field will pop up. Just click save and it is saved 🙂 When a translation is not yet created in a different locale, you can also just edit it to create it.
      Using the buttons on the web interface, you can import/export the translations. For publishing translations, make sure your application can write to the language directory.
11. Time-log Settings
    • Admin can select whether to log time for a project or a task. By default, time is logged for a project.
12. Push notification settings
    • Go to Admin panel Settings -> Notification Settings -> Push Notifications. 

Click below to learn about each setting in detail