The Settings panel in Scoro is for customizing your site. You will see it if you have the relevant permission.
Scoro has settings you can customize individually (for your personal preferences) and site-wide (that affect your site for all users):
- The My settings section includes settings that affect only your account.
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All other sections in the Settings panel affect your entire site for all users:
- The Site settings section lets you change your company data, contact base, PDF templates, enable Integrations, etc.
- The Work and projects section includes settings for features related to work (activity types, working times, calendars, and task settings, etc.).
- The Sales and finance section includes settings related to sales and other financial matters.
- The Administration section includes all administrative settings (permissions, general user settings, etc.) available only to site administrators.
Check the relevant section on our Help Center for detailed guides on customizing your site's settings:
- For more guidance on the individual settings, see the Personal settings section.
- For more guidance on site settings affecting all users, see the Site settings section.