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Workspace and Company Settings Configuration
Workspace and Company Settings Configuration
Setup your company's workspace with contacts, employees, account types and company settings.
By JD
1 author
17 articles
Collaborators Accessibility
Invite an Owner as Collaborator
Company Settings Configuration
Setting up your Company Information & Preferences
Setting up your Business Units
Setting up your Office Locations
Adjusting your settings for PDF exports
Setting your Company Working Hours
Adjusting Settings for CRM Stages
Creating Trusted Domains
Workspace Administrator - Revert Actions
Revert Off-System Contracts and Change Orders
Revert Off-System Paid Invoice to Draft
Workspace Administrator Revert Actions FAQs
Employees
Understanding Account Types
Adding Roles and Labor Rates
Adding and Managing Employees in Your Workspace
Contacts
Add New Company
Add New Contact
Import Companies and Contacts