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Learn about account and user settings
How to create project templates?
Redbracket HUB allows you to create and manage custom project templates as per your requirement and use it while creating a new project and adding multiple tasks. This will add phases as per template into the new project. This guide will let you know how to create and use project templates. How can I create proj
How can I customize profile settings?
In Profile Settings, you can add basic information like company logo, company name, established year, staff strength, turnover, company description, address, service locations and ID proof. Here, we can set user specific settings like timezone and user's theme color. Follow below steps to personalize profile settings: Click on settings in user menu. It will take you to profile settings page. ![Click on Settings](https://storage.crisp.chat/users/helpdesk/website/2da846f00bc18200/userm
How can i set Auto-Approval days in Timesheet settings?
You can set auto approval days in case, you want system should auto approve all submitted timesheets If the responsible person has not taken any action in specific days. Follow the below steps to set Auto-Approval days : In Dashboard, Click on Settings in main menu. It will open profile page. In profile page, Click on Module Wise settings in menu. Go to Timesheets settings. Set Auto-Approval days in Settings
How can I manage weekly offs and yearly holidays in Redbracket HUB?
Let us see how set weekly offs : In Dashboard, Click on settings in user menu. It will display user profile page. Next, Go to Module wise settings in user profile page menu. In Timesheets settings, Sel
What is the difference between Role Permissions and Special Permissions?
Instead of everything being visible to everyone, you have ultimate control over who can access what by assigning roles to project team members be it internal or external members. So things are always under your control by role permissions and special permissions. Even a user has the permission on an item by the role, you can control by overriding role permissions with special permissions.
How can I set billable option selected by default?
You can set billable option by default selected while doing time entry. Steps to proceed: Go to settings from dashboard main menu. Settings Go to module wise settings from profile page. Profile page Go to **Se
How to manage Module wise settings?
Module wise settings enable users to customize their own settings in each and every module. It has some system-defined item types and statuses in all modules. Here we can manage all activity types, statuses, yearly holidays, weekly offs and we can set Auto-approval days. Following video will explain below points in detail: Projects Settings Files Settings Deliverables Settings Task Settings Timeshe
How to manage Roles & Permissions?
Roles & Permissions in settings allow users to create new "Project Roles" and grant permissions for each and every module. There are two types of roles. 1. Project Roles and 2. Group Roles(Non-project roles). Non project roles are applicable to all non project items. Similarly project roles are applicable to all project items. Apart from all predefined project roles, you can create your own project roles according to your requirements.
How to manage Access Policy in Redbracket HUB?
Access policy helps you create a policy to manage user wise, IP address wise access of HUB. Moreover, you can restrict specific users from accessing your HUB. You can give either ip4 or ip6 address for user access. Following video will explain about below points in detail: How to Enable or Disable access policy. How to give access from any IPv4 addresses to all users. How to give access from any IPv6 addresses
How to request admins to access HUB if you do not have the permission to access hub from your IP address?
Following steps will help you to request your admin: If you do not have the permission to access Redbracket HUB, then you will get the below page after login. !(https://storage.