Workspace configuration
Configure Vantage to fit your team's workflow.
19 articles
- Managing rework reasonsHow admins add, edit, and remove the rework reasons your team can choose from.
- 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.
- Custom 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.