Workspace configuration
Configure Vantage to fit your team's workflow.
18 articles
Configuring your Vantage workspaceWhat admins can configure in the Workspace settings.
Sub-visibilityHow to control whether clients can see who you subcontracted their work to.
Сustom brandingHow to upload your logo and set your brand colours for the Client Portal and generated PDFs.
LocationsHow to add and manage your company's locations in Workspace settings.
LocalizationHow to set country, timezone, currency, date format, and other localization preferences.
Vendor onboarding formHow to build a vendor onboarding form in Workspace settings.
Event typesHow to view and configure event types in Workspace settings.
Completion reportsHow to build completion report templates in Workspace settings and assign them to event types.
Custom user rolesHow to create custom roles for assigning people to jobs.
Project typesHow to configure project types in Workspace settings.
Project statusesHow to set up the statuses that projects move through in your workspace.
Task lists for events and projectsHow to build reusable task list templates in Workspace settings.
Custom fieldsHow to add custom fields in Workspace settings.
Media visibilityHow to control who can see different types of files in your workspace.
User labelsHow to create user labels and use them to organize your team.
Default saved viewsHow to set a default saved view that applies across your whole team.
Export templatesHow to create export templates in Workspace settings.
Scheduled export automationsHow to set up scheduled export automations in Worspace settings.