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Settings
Learn how to configure and set up your organization in PSOhub.
31 articles in this collection
Written by
Julie Bennett,
Jarno Koopman,
and
Claudette Albers-Reid
Organization and defaults
Organization info & Default settings
Learn how to complete your organization info and define your default settings.
Written by
Julie Bennett
Updated over a week ago
Introduction to multi-organizations
Understand how multi-organizations work in PSOhub
Written by
Claudette Albers-Reid
Updated over a week ago
Share HubSpot and multi-organizations
Understand how HubSpot integrates with multi-organizations
Written by
Claudette Albers-Reid
Updated over a week ago
Roles and Rates
Roles and Rates in PSOhub
Understand roles and rates in PSOhub and learn how to create, modify and delete roles and rates
Written by
Julie Bennett
Updated this week
Create and assign roles using a different currency
How to create roles and assign them in a project with a different currency?
Written by
Claudette Albers-Reid
Updated over a week ago
Users and Security
Create Users in PSOhub
Learn how to create a new user and define his/her roles, hours per week, utilization %, holiday, access levels, etc.
Written by
Julie Bennett
Updated over a week ago
Modify a User (User management)
Learn how to modify the access level, role, hours per week, timesheet required, days of holidays and utilization % parameters of a user.
Written by
Julie Bennett
Updated over a week ago
How does a new user log into PSOhub
Written by
Julie Bennett
Updated over a week ago
Security access levels
Learn more about the PSOhub user roles
Written by
Jarno Koopman
Updated over a week ago
How to set up Two-Factor Authentication
Understand how to add an extra security layer to your PSOhub account
Written by
Claudette Albers-Reid
Updated this week
Contract Templates
Create a Contract templates (from PSOhub Settings)
Understand contract templates in PSOhub and how to create, modify or delete one.
Written by
Julie Bennett
Updated this week
Modify or delete a template
Understand how to modify or delete a contract template
Written by
Claudette Albers-Reid
Updated this week
Modify or add a Contract group
Written by
Claudette Albers-Reid
Updated this week
Add a Contract line in a Contract template
Written by
Claudette Albers-Reid
Updated this week
Delete a Contract line in a template
Written by
Claudette Albers-Reid
Updated this week
Modify a Contract line in a template
Written by
Claudette Albers-Reid
Updated this week
Contract templates and currencies
Understand how contract templates and currencies work?
Written by
Claudette Albers-Reid
Updated over a week ago
Add contract group numbers
Learn how you can add contract group numbers to the standard contract group numbers
Written by
Julie Bennett
Updated over a week ago
Task Board Templates
Task board templates
Learn how to create a task board template in the settings of PSOhub as well as from an existing task board.
Written by
Julie Bennett
Updated over a week ago
Copy or Delete a task board template and Edit its name/description
Learn how you can copy or delete a task board template as well as Edit its name/description.
Written by
Julie Bennett
Updated over a week ago
Invoice Settings
Invoice settings
Learn where to set up the sender, layout and information of your invoices, date of your automatic monthly T&M billing and more.
Written by
Julie Bennett
Updated yesterday
Tax Categories
Understand tax categories and learn how to create/modify or delete one.
Written by
Julie Bennett
Updated over a week ago
Custom invoice layout
Learn how to use your own template for invoicing
Written by
Jarno Koopman
Updated over a week ago
Absence
Absence Calendar
How to register team member's absence, holidays and public holidays
Written by
Claudette Albers-Reid
Updated over a week ago
Project & Quote settings
Project Settings
Learn how to define the naming convention of your projects (your project number) as well as how to create, modify or delete Project Types.
Written by
Julie Bennett
Updated over a week ago
Quote settings & notifications
How to set up your default quote (or statement of work) settings and notifications?
Written by
Claudette Albers-Reid
Updated over a week ago
Expenses
What are Expense Categories?
Understand expense categories in PSOhub and learn how to create/modify or delete an expense category.
Written by
Julie Bennett
Updated over a week ago
Currency
Introduction to Multi-Currencies
Understand how multi-currencies work at organisation and project level
Written by
Claudette Albers-Reid
Updated over a week ago
How to create currencies and change their related exchange rate?
Understand how to create currencies and update their related exchange rate via archiving
Written by
Claudette Albers-Reid
Updated over a week ago
Marketplace
Integrate project execution tools using PSOhub's Marketplace
Understand how to integrate CRM, accounting and project execution tools with PSOhub
Written by
Claudette Albers-Reid
Updated this week
Subscription and Plans
Managing your subscription
Update your account information, billing address, VAT number, payment methods. Download your subscription invoices and cancel subscription.
Written by
Jarno Koopman
Updated over a week ago