Locations, Depts, and Staff Pane

This pane appears at the left side of the Company Management page. The selections that you make here determine the information that is displayed on the right side of the page.

You can hide this page by clicking the midway down the right side of the pane, or unhide it by clicking the midway down the left side of the Company Management page.
  • Configure Company Details displays the Company Details page, where you set tax rates, integrations, exchange rates, working times, and similar information.
  • Click one of the top-level Location Details folders to display the address and other contact information for the selected location.
  • Click one of the second-level Department Details folders to display the department details for the selected department. You can set an external code on this page.
  • Click one of the staff names within a department folder to see the Staff Details view for the selected user, including skills, costs, and login information.