General Settings
Manage your company and brand information/customisation
The details you (administrator) on this page are visible to all your internal and external users.
Organization Icon
Add the icon/image part of your logo. This logo appears in the main menu panel, the account module, and the project module.
Recommended resolution: 32x32
Aspect ratio: 1:1
Size: < 2MB
Organization Logo
Add your company's logo. This logo appears in the main menu panel, account, and project modules
Recommended resolution: 120x30
Aspect ratio: 4:1
Size: < 2MB
Organization Name
Add your company's name.
For example: Projetly Inc
Organization URL
Add your Website
For example, www.projetly.ai
URLs must contain only lowercase alphanumeric characters or single hyphens and cannot begin or end with a hyphen.
Location
Add or edit your location
Click 'Change' to update the address.
Time Zone
Add the timezone applicable to your location.
For example, America/Los Angeles
Business Hours
Add your official working hours, as applicable.
Defining working hours helps calculate task due dates. These business hours apply to all projects.
Holidays
Add holidays, as per your organization's holiday list. Use the 'Import Country Holidays' to import a holiday list generic to your country.
Defining holidays helps calculate task due dates. Edit the imported holiday list to suit your organization's holiday policy. Mark 'Repeat Annually' to repeat the holidays for each year. These holiday lists apply to all projects.
Currency
Select the currency you would like to use for revenue and billing across all projects.
For example, the US Dollar, the UAE Dirham, etc.
Language
Select English or Arabic.
At this point, Projetly supports English and Arabic (RTL). We hope to include support for Spanish, French, and German soon.
Welcome Email Configuration
Use the automated welcome email configuration to customize the mail sent out to your customer every time a new project is created.
Welcome emails help create a first impression with the customer. Include links to the customer portal, add videos to help them start, and macros to customize the email.
Contact Role
Select the sender for the welcome email. The contact selected here is used as the main contact for the project in the 'Project Overview' page.
The sender can be the account holder or the project owner. You can choose to include the sender's email and phone details.
Ensure that the changes are saved.
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