Read here how you quickly customize settings for various modules.
Table of contents
Where can I find the settings?
You can access the settings page by clicking on the gear icon in the top right corner and selecting "Settings." Here, you will find a list of all the settings in TimeChimp that you can customize.
Note! You will only see the settings if you have administrator rights within your organization.
What settings can I adjust?
Below is a list of settings that you can adjust.
Note! The settings you see may depend on the type of package you are using and which modules and integrations are activated.
Organisation | Change organisational settings and information like the name, the address and the logo. |
General | Adjust general settings here, such as white-labelling your email domain, blocking trackers, and granting TimeChimp Support access to your account. |
Regional | Adjust regional settings such as currency, time zone, and date format. |
Time | Customize the time tracking form, choose how employees can register their hours, determine how the timer rounds, and set the default schedule. |
Expenses | Customize the expense tracking form. |
Mileage | Customize the mileage tracking form and set a default mileage rate. |
Relations | Settings for relations. |
Projects | Settings for projects. |
Shift schedule | Settings for staff planning. |
Invoices | Create invoice layouts and set default emails used for sending invoices. |
Self-billing | Settings for self-billing. |
Estimates | Create estimate layouts and set default emails used for sending estimates. |
Approve | Set an approval flow and choose who can approve. |
Customer Portal | Settings for the client portal. |
Theme | Set a theme to make your TimeChimp feel more aligned with your company's branding. |
Integration settings | Depending on the chosen integrations, you will find their settings here. |
API settings | Here, you can generate an API access token and access the API documentation if needed. |