Company Settings, invoicing and permissions

22 articles in this collection
Written by Oyinda Bamgbose, Jess Noel, and Joe Hodges

Picture Guidance in Charlie

File size and dimension guidance for profile pictures, banners and logos in Charlie

Written by Joe Hodges
Updated over a week ago

Adding or changing a start date

Written by Oyinda Bamgbose
Updated over a week ago

Changing your company domain name

Written by Oyinda Bamgbose
Updated over a week ago

Permissions

Roles and permissions

Read how Roles and permissions work on Charlie, to set what everyone can see and do.

Written by Oyinda Bamgbose
Updated over a week ago

Changing permissions on documents

Written by Jess Noel
Updated over a week ago

Changing people's permission levels

Written by Oyinda Bamgbose
Updated over a week ago

Leave approvers glossary

Written by Oyinda Bamgbose
Updated over a week ago

Your subscription and billing

Viewing your monthly invoices

Written by Joe Hodges
Updated over a week ago

Adding a Payroll Admin

The right permission for anyone in charge of payroll - your finance team, accountant or external agency

Written by Oyinda Bamgbose
Updated over a week ago

Setting and changing the billing admin

Make sure the correct person is receiving receipts and invoices

Written by Jess Noel
Updated over a week ago

Time Off settings

Changing individual time off allowances

Learn how to change someone's holiday allowance

Written by Oyinda Bamgbose
Updated over a week ago

Setting part time working weeks

Written by Oyinda Bamgbose
Updated over a week ago

Setting up your company working week

How to alter your company's working week

Written by Oyinda Bamgbose
Updated over a week ago

Public holidays and time off

How to set up your company's holiday policies in Charlie, taking public or bank holidays into account

Written by Joe Hodges
Updated over a week ago

Turning public holidays on or off

Written by Oyinda Bamgbose
Updated over a week ago

Setting national and public holidays for a different country

Written by Oyinda Bamgbose
Updated over a week ago

Regenerating your time off calendar URL token

Written by Oyinda Bamgbose
Updated over a week ago

Team administration

Off-boarding/archiving a person

When you know an employee is leaving your company, you can begin off-boarding them, automatically adjusting their remaining time off.

Written by Oyinda Bamgbose
Updated over a week ago

Reactivate an archived / off-boarded team member

How to reactivate the accounts of former team members on Charlie

Written by Joe Hodges
Updated over a week ago

Viewing archived people

How to find out information about leavers

Written by Oyinda Bamgbose
Updated over a week ago

Editing leaving date for offboarded/archived Team Members

Written by Oyinda Bamgbose
Updated over a week ago

Changing someone to a freelancer or contractor

Written by Oyinda Bamgbose
Updated over a week ago