Settings
Create and adjust your Worksuite settings. There are two types of settings - personal, which can be set by each team member, and company settings that need...
Fri, 30 Oct, 2026 at 1:22 PM
Custom Field templates allow you to create a template of custom fields that you will use for new opportunities. This will allow you to create a set of cust...
Thu, 29 Oct, 2026 at 7:53 PM
Custom rates control which rate types (for example hourly, daily, weekly) your account uses, which one is the default, and what talent can see and edit. Ad...
Thu, 29 Oct, 2026 at 7:15 PM
Partner custom fields let you add your own fields to every talent profile, such as the tools someone uses, their hourly rate or a set of diversity question...
Thu, 29 Oct, 2026 at 6:29 PM
Everyone in Worksuite signs in with one address: their login email. Login links, password resets, verification codes, invitations, agreement signing remind...
Fri, 30 Oct, 2026 at 1:08 PM
Your talent land on their dashboard every time they log in to Worksuite. You control part of what they see there: the details on their My Profile card, the...
Thu, 29 Oct, 2026 at 7:55 PM
Invite your colleagues to Worksuite so approvals, invoices and onboarding don't wait on one person. This article covers inviting team members, fixing i...
Fri, 30 Oct, 2026 at 1:57 PM
Custom fields capture the details your team needs on job openings, Tasks, Projects, invoices and Contracts, such as a project code, a department or a role....
Fri, 30 Oct, 2026 at 1:58 PM
Invoice forwarding emails each approved invoice to the addresses you choose, such as your accounts payable inbox or an outside accountant. Your finance tea...
Fri, 30 Oct, 2026 at 1:22 PM
Two-factor authentication (2FA) asks people who log in with a password for a 6-digit code from an authenticator app on their phone. A stolen password alone...
Fri, 30 Oct, 2026 at 2:35 PM