General settings
Explanation of general settings for your environment, such as your subscription.
By Thijs and 4 others5 authors11 articles
- Your Simplicate SubscriptionThe number of active users you pay for depends on your own settings.
- Account settingsLocation and currency, preferred language, time zone, and use of strong password policy
- Company ProfileSet up your company profile(s)
- Restricting Access to Company ProfilesYou can define which company profiles each user has access to. This article explains in which modules these restrictions apply.
- User rights for employeesUser permissions are a feature that can be useful when you want to restrict specific functionalities for your employees.
- Smart BCCSend emails, BCC one email address, and Simplicate will automatically log it on the correct timeline!
- Outbound emailEasily check if your email has been successfully delivered to the recipient.
- Custom fieldsWith custom fields, you can record additional data that you can then search and filter by.
- Workflows: what they are & how to use themA workflow directs a process in which employees take up steps in a fixed order.
- Document typesGive your uploaded documents a label by creating different document types
- StationeryDetermine how your invoices look by setting up stationery