Data Import & Setup Guides
Initial set up guides for new users
By William and 1 other2 authors28 articles
Setup Guides
Guides for setting up Modules in Quartz
Creating an OrganisationSet up and edit your organisation details in Quartz
Creating An Organisation UserGuide to creating organisation users in Quartz.
Creating a ClientGuide to creating a client in Quartz
Creating a SupplierGuide to creating Supplier's in Quartz
Creating a ContractorGuide to creating contractor's in Quartz
Creating an AssignmentGuide to creating an assignment in Quartz
SSO ConfigurationA handy step-by-step guide to configuring Single Sign On (SSO)
Custom FieldsYou asked, we delivered! Customise modules your way with the Custom Fields
Automatic Timesheet Chaser
Communication Tools in Quartz
Guides for communicating from Quartz
Token Expiry on EmailsYou have the ability to update the time before expiry of buttons like 'Authorise' and 'Reject' on emails
Email Templates - QuartzThis article will help you understand how you can see email content and customise it on Quartz.
Email and Domain HealthGuide to adding SPF record/ Configure DKIM for Quartz for a Custom Domain
Emails sent from QuartzBelow is a visual overview of emails sent from Quartz.
Resetting Passwords for ContractorsGuide to resetting Passwords for contractors in Quartz
Notifications in QuartzWe have updated and improved the notifications in Quartz
Connections in Quartz
Guides
Adobe Merge FieldsWant contractor data that exists in Quartz to show up on your agreements? Now, it can!
QuickSight SetupA handy step-by-step guide for QuickSight users migrated from MDT to Quartz
Xero ConnectionA handy step-by-step guide to configuring a connection to Xero
Setting up your API Keys
API - Setting your Defaults - Worker RecordsGuide on how to set the defaults for worker records you will push to your supplier.
API - Sending Contractor DataGuide on how to send contractor data to your suppliers using our API
Bullhorn ConnectionOur connection to Bullhorn is now live!
Connecting to BullhornThe connection you have been asking for is now here!
Pulling Contractors from BullhornPulling Contractors from Bullhorn: Step-by-Step Guide
Bullhorn to Quartz - Field MappingContractor Pull - Bullhorn > Quartz
API Records ScreenManage Automatically Pulled Data from Bullhorn in Quartz