Account Settings



Managing Roles and Permissions
Manage roles and permissions to standardize various levels of access for different types of users across your organization.
Managing Tags
Learn how to create and manage tags at the account level.
Managing Custom Fields
Custom fields enable you to add unique text fields in order to track valuable project details that are unique to your process and line of business.
Custom Work Statuses
Utilizing your own unique project statuses can provide quick and easy insight into the progress of project work and help keep your teams in sync.
Enhanced Project Creation
Learn how desired fields on your custom request forms can be associated to specific tags and/or project templates, streamlining project creation.
Auto-Numbering allows you to quickly locate and track your work by automatically generating unique ID numbers on projects and requests.
Business Days
Use Business Days to manage your team's availability to complete work.