Settings

Learn how to configure and set up your organization in PSOhub.

Julie Bennett avatar Jarno Koopman avatar
14 articles in this collection
Written by Julie Bennett and Jarno Koopman

Managing your subscription

Update your account information, billing address, VAT number, payment methods. Download your subscription invoices and cancel subscription.
Jarno Koopman avatar
Written by Jarno Koopman
Updated over a week ago

Organization info & Default settings

Learn how to complete your organization info and define your default settings.
Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

Roles and Rates in PSOhub

Understand roles and rates in PSOhub and learn how to create, modify and delete roles and rates.
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Written by Julie Bennett
Updated over a week ago

Create Users in PSOhub

Learn how to create a new user and define his/her roles, hours per week, utilization %, holiday, access levels, etc.
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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.
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Written by Julie Bennett
Updated over a week ago

Setting up Contract templates (from PSOhub Settings)

Understand contract templates in PSOhub and how to create, modify or delete one.
Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

Task board templates

Learn how to create a task board template in the settings of PSOhub as well as from an existing task board.
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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.
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Written by Julie Bennett
Updated over a week ago

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.
Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

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.
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Written by Julie Bennett
Updated over a week ago

Tax Categories

Understand tax categories and learn how to create/modify or delete one.
Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

What are Expense Categories?

Understand expense categories in PSOhub and learn how to create/modify or delete an expense category.
Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

Custom invoice layout

Learn how to use your own template for invoicing
Jarno Koopman avatar
Written by Jarno Koopman
Updated over a week ago

Security access levels

Learn more about the PSOhub user roles
Jarno Koopman avatar
Written by Jarno Koopman
Updated over a week ago