Configure Settings

Set up organization, team, payments, and other settings.

Steps

1. Go to "Settings" in the sidebar (/dashboard/settings).
2. Organization: set business name, logo, address, invoicing defaults, and tax settings.
3. Team: invite members, assign roles, set billable rates.
4. Payments: connect Stripe to accept client payments.
5. Pipeline: configure kanban stages for project workflow.
6. Calendar: connect Google Calendar and configure event colors.
7. Exports: download tax reports in CSV, QuickBooks, or summary format.
8. AI Models: select the default AI model for the assistant.
9. Billing: manage your Clearmargin subscription.