Go to PSOhub
All Collections
Settings
Settings
Learn how to configure and set up your organization in PSOhub.
Organization and defaults
Organization info & Default settings
Introduction to multi-organizations
Share HubSpot and multi-organizations
Business Units in PSOhub
Create a business unit
Delete a business unit
G/L Accounts
Change team lead
Delete account / organization
Roles and Rates
Roles and Rates in PSOhub
Create and assign roles using a different currency
Users and Security
Create Users
Modify a User (User management)
Security access levels for Sales reps, Controller, Admin and Guest users
Project Manager
Project Manager with no access to financial information
Project Manager with access to financials including the selling rate but no cost rate
Project Manager with access to financials including selling and cost rates
Team Member Plus
Team Member
How does a new user log into PSOhub
How to set up Two-Factor Authentication
Tag users
Contract Templates
Create a Contract templates (from PSOhub Settings)
Modify or delete a template
Modify or add a Contract group
Add a Contract line in a Contract template
Delete a Contract line in a template
Modify a Contract line in a template
Contract templates and currencies
Add contract group numbers
Task Board Templates
Task board templates
Copy or Delete a task board template and Edit its name/description
Workload Sheet Templates
Create a Workload Sheet template
Invoice Settings
Invoice settings
Tax Categories
Custom invoice layout
Absence
Absence Calendar
Project & Quote settings
Project Settings
Quote settings & notifications
Expenses
What are Expense Categories?
Currency
Introduction to Multi-Currencies
How to create currencies and change their related exchange rate?
Marketplace
How does HubSpot and PSOhub integrate?
Integrate project execution tools using PSOhub's Marketplace
Integrate your Business Unit(s) to a financial software
Subscription and Plans
Manage your subscription
Tags
Introduction to Tags
Create and delete tags
Language
Change the language settings
Notification settings
Notification settings
