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.

Label
Description
Comments

Organization Icon

Add the icon/image part of your logo. This logo appears in the main menu panel, account and project modules.

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 examplee: 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 in calculation of due dates for tasks. These business hours are applicable across all projects.

Holidays

Add holidays, as per your organization's holiday list. Use the 'Import Country Holidays' to import holiday list generic to your country.

Defining holidays help in calculation of due dates for tasks. Edit the imported holiday list to suit your organizations holiday policy. Mark 'Repeat Annually' to repeat the holidays for each year. These holiday list are applicable across all projects.

Currency

Select the currency you would like to use for revenue and billing across all projects.

For example, US Dollar

Language

Select the application's default language.

At this point, Projetly supports English and Hindi. We hope to include Spanish, French, and German language support soon.

Welcome Email Configuration

Use the automated welcome email configuration to customise the mail sent out to your customer, everytime a new project is created.

Welcome emails help create a first impression with the customer. Include links to 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 email and phone details of the sender.

Ensure that the changes are saved.

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