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  1. Knowify
  2. General / Setup
  3. Admin section

Admin section

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  • Advanced user permissioning [Enterprise plan]
  • Why have my clients disappeared?
  • How to set default payment terms
  • How to change your Knowify password
  • How to set employee rates
  • How to show weekends on calendars
  • How to upload your company logo
  • How to edit company information
  • How to store default documents
  • How to enable service jobs in your account
  • How to enable AIA invoicing in Knowify
  • Invoice and PO numbering
  • How to set e-mail defaults
  • Setting up default email wording
  • How to add tax rates
  • Billing Rate vs. Budget Rate
  • Preventing former employees from accessing company data
  • Removing the main administrator from your Knowify account
  • How to set the fence radius for time tracking [Growth and Enterprise plans]
  • How to check which version you're using
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