Workspace settings: general
The “Workspace settings” tab is where you set the workspace name and how time tracking behaves by default. The tab is only visible to members with the “Manage settings” permission.
Step by step
- 01
Who can do this?
The “Workspace settings” tab only appears with the “Manage settings” permission. Owners and Admins have it automatically.
- 02
Organisation name
Set the workspace name. It is saved via the Save bar of the “General” section.
- 03
Allow timer & default mode
The “Allow timer” toggle controls whether the stopwatch is available. “Default mode” sets whether the Time Tracker opens on “Timer” or “Manual”. When the timer is off, the mode selector is disabled.
- 04
Enable billability
The “Billability” toggle turns on billable hours for the workspace. Dependent options only appear once it is on — including “Enable hourly rates & fees” with a default rate and currency (see “Set up billable rates & amounts”). Next to it sits the independent “Internal cost rates” group (see “Cost rates & margin”). The default inherits top-down through the hierarchy (customer → project → task) and can be overridden at any level and per entry.
- 05
Prevent overlaps
When “Prevent overlapping entries” is on, time entries of the same person that overlap are blocked on save.
- 06
Optional features
Several toggles: “Break tracking” shows the Pause button on the timer. “Use target working time” brings the “Time accounts” menu item with the balance. “Monthly close with approval” requires it: employees hand in their month, a responsible person approves it, and it is then locked for that person. “Absence tracking / leave account” shows the switch to “Absence” along with the calendar bands and tiles — together with target working time, the leave account too. “Use time clock” opens the terminals. All are off by default; switching one back off removes only the controls — recorded entries stay. Details in the respective articles.
- 07
Custom fiscal year
Optionally define your own reporting period with a start day (day and month) and a custom name — and set it as the default period for Reports if you like.
- 08
Save per section
Each section has its own Save/Discard bar and saves independently. An unsaved section shows an orange indicator.
Switching on the monthly close
The “Monthly close with approval” switch sits below “Use target working time” and is off by default. Below it, “Set who approves months under Team” leads to the Team page. Everything else is in the “Monthly close” article.
Why don’t I see the workspace tab?
It is only visible with the “Manage settings” permission. Ask an Owner or Admin to grant it to you.
What does “billability inherits top-down” mean?
The default is passed down from top to bottom (customer → project → task) and can be overridden at any level and on each individual entry.