Office settings

Office logo

The logo is set in one place: Settings → General, at the top of the page under Office logo. Only owners and admins can change it.

• Logo: shown at the top of every email the office sends, signing requests, document requests and reminders included, and on printed reports, letters and PDFs. Without a logo the office name shows.
• Square icon: shown in the side menu and the office switcher, where space is small and a wide logo looks tiny. A square mark without text works best. Without one the logo shows, and without either the office initials show.

Click Upload (or Replace) and pick a PNG, JPEG, GIF, or WebP file. Large images are shrunk automatically. The preview next to each button shows how the logo will look. Remove brings back the office name or initials.

In the side menu, the office is the square at the top and you are the circle at the bottom.

Change office details

1. Open Settings → General.
2. Check the active office.
3. Review the display name, legal details, and monthly close day.
4. Change only the fields you intend to update.
5. Choose Save changes and check the result.

The office address, phone, email, and website print on reports when a report design asks for them, for example in the header or in the Office details element of Design and edit report.

The task assignment policy controls who may assign work. Have an office owner or administrator choose the policy that matches your team’s responsibilities.

Tasks are private by default: only their creator, the person responsible, followers, and project members see them. With Owners and admins see all tasks on, owners and admins can open every task in the office, on the dashboard too. Only owners can turn it on or off.

Work types

Work types holds the list the work type of a task or a project is chosen from: Bookkeeping, Annual report, Capital declaration, Payroll and more. Every office starts with a ready list.

• Add work type adds a new row.
• The pencil renames one. The name also changes on tasks already filed under it.
• Archive removes a work type from the choices on new tasks and projects. Tasks and projects already filed under it keep showing it, and you can bring it back from the Archived list.

Only owners and admins change the list. The rest of the team sees it and picks from it.

Other settings

Use the settings navigation for contacts, imports, form templates, accounting templates, document reading, and service connections. The attendance, time reports and Michpal export settings are on the Settings tab of Attendance and time. Attendance and time for the team. Owners and admins see the office’s plan and usage under Plan and usage. Your plan, trial and usage.

My settings

The settings panel has two groups. Office settings apply to everyone in the office, and each of their pages is tagged Whole office. My settings apply to you only: your profile, appearance and language, notifications, and Telegram account, tagged Just you. My settings.

A setting is read-only

Your role may allow viewing but not editing. Ask the authorized manager rather than changing another office’s settings.