Settings is where you control how Worksuite works for your team and your talent, from your own profile to invoice templates and integrations. This overview lists every settings page in the group where you'll find it, with a link to the full article where there is one.
TABLE OF CONTENTS
- Open Settings
- Settings
- Partners
- Team
- Templates
- Invoices
- Integrations
- If you can't find a setting
- Support/Resources
Open Settings
- Click the Settings icon (the gear) next to your profile picture at the bottom of the left menu.
The Settings menu opens. Its pages are grouped under Settings, Partners, Team, Templates, Invoices and Integrations.
You only see the pages your role allows. Many pages are for admins only, and some appear only when a feature is turned on for your account. Your workspace may use a different name for Partners, such as Freelancers or Talent.Settings
| Page | What you do there |
|---|---|
| Personal settings | Change your name, email address, password, time zone and profile picture. |
| Account settings | Set your company name, the default time zone, first day of the week, date and time formats, and distance units. |
| Email notifications | Choose which Worksuite emails you receive. |
| External notifications | Send an email to chosen addresses when a partner updates their tax information or payout method. |
| Company profile | Add your logo and favicon, and set the color theme. |
| Public portal | Set up your public portal page: cover photo, header, description, theme color and footer links. |
| Custom fields | Create the custom fields you reuse across your account. |
| Filters (or Filters and columns) | Choose the filters, and columns, shown on lists such as All Tasks and All Partners. |
| Entities | Manage your company's legal entities. |
| Timesheets | Set the time-tracking rules for timesheets. |
Partners
| Page | What you do there |
|---|---|
| Partner ranking | Turn on up to four ranks you can give your talent. |
| Custom rates | Turn on the rate types set up for your account. |
| RateGuard | Manage maximum rates by job title and region. Shown only when it's turned on for your account. |
| Partner announcements | Publish announcements to your talent's dashboard. |
| Partner dashboard | Choose up to four profile fields your talent see on the My Profile card on their dashboard. |
| Partner default fields | Choose which profile fields are mandatory when a partner profile is edited. |
| Partner deletion requests | Review your talent's requests to delete their profile. Shown only when it's turned on for your account. |
| Partner custom fields | Add your own fields to partner profiles. |
Team
| Page | What you do there |
|---|---|
| Teammates | Invite and remove the people on your team. |
| Roles and Permissions | Decide what each teammate can see and do. |
| Teams | Group your teammates into teams. |
| Dashboards | Set up the dashboards your teams see. |
Some accounts also see Training library, Teammates announcements, Dashboard Contract templates or Saved views here, depending on the features turned on.
Templates
| Page | What you do there |
|---|---|
| Questionnaires | Build questionnaires you can reuse. |
| Requested documents | Set up the documents you ask your talent to upload. |
| Agreement | Create the agreement templates your talent sign. |
| Field groups | Build groups of custom fields to add to job openings, projects and tasks. |
| Shared profile templates | Choose what a partner profile shows when you share it. |
Invoices
You see this group if you're an admin and your account uses invoices.
| Page | What you do there |
|---|---|
| Invoice template | Set up your default invoice template and attachment rules. |
| Invoice forwarding | Forward invoices and their attachments to the email addresses you choose. |
To add or change tax rates, contact Worksuite Support.
Integrations
This group lists the direct integrations set up for your account, such as NetSuite or QuickBooks. To set one up, contact Worksuite Support. To connect Worksuite to other apps, see Connect Worksuite to Other Apps with Zapier.
If you can't find a setting
If a page in this list doesn't appear in your Settings menu, your role may not include it, or the feature may be off for your account. Ask an admin on your team to check your role. To turn on a feature, contact Worksuite Support.
Support/Resources
Still have questions about your Worksuite settings? Click Support in the bottom-left corner of Worksuite to contact our Support team, or email support@worksuite.com. Including a link to the page you're on and a screenshot helps us answer faster.