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