"System" application overview
This application is available for all the users with the Administrator role.
This application is intended to set and administrate the system.
The list of available operations depends on the role model of the company and provided user permissions.
- Account overview — the basic information about the system, payment tools.
- Settings — general settings of the system.
- Users — managing and changing settings of the users.
- Departments — the list of departments.
- Permission sets — the list of permission sets required to set access rights.
- Schedules — work time and exclusion schedules.
- Timesheet periods — setting the period, i.e. the duration of the timesheet (for a week, for a month etc.)
- Activities — additional activity classifier.
- Approval paths — setting timesheet approval paths.
- Validation rules — setting timesheet business rules checking.
- Timesheet templates — template setting.
- Time-off types — time-off type classifier.
- Approval paths — setting time-off request approval paths.
- Expenses types — expense type classifier.
- Approval paths — setting expense request approval paths.
- Billing rates — billing rates of the system (for T&M activities billing).
- Invoice templates — invoice templates setting.
- Currencies — the list of available currencies.
- Custom fields— setting additional fields.