Search the Help Center

Settings

Account and Personal 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
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
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
How to Add Partner Custom Fields to Talent Profiles
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
How to Change the Login Email for Your Talent or Team Members
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
How to Customize Your Talent's Dashboard
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
How to Invite and Remove Team Members
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
How to Manage Custom Fields and Dropdown Options
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
How to Set Up Invoice Forwarding
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
How to Turn On Two-Factor Authentication (2FA) for Your Workspace
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

Still need help?

Send us a ticket and our support team will reply by email. You can follow its status any time.