Navigating: Admin Panel

Set up company-wide preferences, create roles, edit or invite team members, create labels, manage integrations and more.

 

                                    1. admin panel-1

The Admin panel can only be accessed by someone with Admin permission level. If you click on your account icon and you do not see the Admin option in the drop-down menu, this means you do not have Admin permission level.

Navigation

Screen Shot 2019-06-12 at 8.01.23 AM

Starting from the left:

  1. Details: Add/edit company-wide information such as an address, currency, schedule calculations, working hours, time zones, etc.
  2. Roles: define your roles within Forecast.
  3. Team Members: Invite or edit your team members.
  4. Rates: Create and/or edit rate cards.
  5. Notifications: Set company-wide notification settings, which the rest of your team can not disable.
  6. Labels: Add, update or remove labels.
  7. Non-project Time: Add, update or remove non-project time.
  8. Holidays: Add and import your local holiday calendar.
  9. Currencies: Set multiple currencies to accommodate clients or accounts from different regions.
  10. Subscription: Manage your Forecast subscription; view/edit your plan, billing information.
  11. Clients: Add or edit your client list.
  12. API Keys: Generate/manage API keys.
  13. Integrations: View and set up 3rd party integrations such as Google Drive, Slack, Jira, Asana, and more.

Next up: Admin Panel Set Up - Details