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Personal settings
- Menu customization
- My calendar and tasks
- My activity types
- E-mail setup
- Search settings
- How to use filters?
Automations and notifications
Site settings
- Custom email domain add-on
- My settings and site settings
- Company data and logo
- Calendar and task settings
- Task and event durations
- Activity types
User administration
- Users and access rights
- Users and groups
- Adding, modifying, and deleting a user account
- Adding, modifying and deleting user groups
- 2-step verification setup
- Single sign-on (SSO)
Import and export
- Importing roles
- Importing data - an overview
- Importing contacts
- Importing tasks
- Importing projects
- Importing products and services
Integrations
- Overview of integrations
- BambooHR integration
- Salesforce integration
- Slack integration
- Calendar integrations – an overview for admins
- Calendar integrations – setup recommendations based on use cases