Quickstart

To configure your organization, navigate to Settings (gear icon) in the sidebar and select Info from the settings menu. To switch workspaces, use the Organization Switcher in the sidebar. To manage your personal settings, click your avatar in the top bar to open the Profile menu.

In-Depth

Organization info

The Info screen contains the foundational details and platform defaults for your organization. The workspace is organized into five logical cards:

General

Manage your organization’s profile, including the Name, Description, Address, and contact details (Phone, Email, Website). You can also set the default Resource Planning Interval (Day, Week, or Month) for new resource plans, toggle automatic quote item updates, select enabled Quoting Features (Markup, Discount, Units) to customize quote and catalog interfaces, and enable Role-Based Access Control (RBAC) globally. Disabling RBAC globally prompts a confirmation dialog to prevent accidental removal of security restrictions.

Planning and dashboard

Configure the tag and tile choices your organization’s planner and dashboard read.

• Push to bottom tags: Resources carrying these tags sort to the bottom of the planner.
• Dashboard stats: Select which metrics (like engagements or quotes) appear as tiles on the dashboard.
• Tags: Apply categorical tags to the organization itself.

Auto Numbering

Configure automatic sequential numbering for collections whose records should be named by a server-issued number instead of by hand. Select a collection from the autocomplete dropdown (e.g., engagements) and define the starting number. The server automatically replaces the record’s name with this counter, zero-padded to four digits (e.g., 0047), and bumps it by one. The Name field on creation forms automatically becomes read-only and shows a preview hint of the next sequence.

Tag Rules

Manage which tag categories each collection may use, and—with RBAC enabled—which ones gate access.

• Tag Category Restrictions: Specify which tag categories are available for each collection.
• Tag-based access rule: Define ABAC rules to gate access based on tags.

Click the Edit (pencil) icon on any existing rule to modify its assigned tag categories. Use the Select all or Deselect all buttons to quickly manage large lists of categories. Note that the target collection is locked and cannot be changed once a rule is created.

Custom Properties

Define and manage dynamic custom properties specific to the organization record.

Profile settings

Your personal profile is the gateway to your work across different organizations.

Click your avatar in the top navigation bar to access the profile menu, where you can:

• Edit Profile: Change your display name, which is how you appear to colleagues in engagements and audit logs.
• Help & Support: Launch the help documentation or interactive tutorials.
• Sign Out: Log out of your current session.

Switching organizations

If you manage multiple service lines or work across different business units, you can switch contexts instantly using the Organization Switcher.