Company settings control account-wide preferences in ClickTime, including time entry rules, security, notifications, defaults, and customization options. In this guide, you’ll learn where company settings live and which areas new administrators should review first.
Before You Begin
Before configuring company settings, make sure:
- You’re logged in to ClickTime.
- You have administrator access.
- You understand your organization’s time tracking, approval, security, and notification needs.
Many company settings affect all users, so review changes carefully before saving.
Step 1: Open Company Preferences
From the Company area, click Preferences in the navigation bar.
Step 2: Review the Preferences Page
The Preferences page includes several settings areas that control how ClickTime works for your organization.
Use the menu on the left side of the page to move between major company settings areas.
Step 3: Understand Key Settings Areas
As a new administrator, start by reviewing the settings areas that affect how people enter time, access ClickTime, and use your company’s terminology.
| Settings Area | What It Controls |
|---|---|
| General Information | Company name, date format, currency, and basic account information. |
| Time and Expenses | Timesheet behavior, time increments, lock dates, time off, and expense settings. |
| Time Entry Controls | Rules that control which projects, tasks, and leave types are available when people enter time. |
| Security | Session timeout, audit logging, and single sign-on preferences. |
| Person Defaults | Default settings applied when new people are added to ClickTime. |
| Billing Rates | How billing rates are structured and applied to time entries. |
| Project Estimation | Project estimate behavior and resource management settings. |
| Customization | Report logo, terminology, labels, and other customization options. |
| Notifications | Email reminders and notifications for users, managers, and administrators. |
| Custom Fields | Additional fields used to capture organization-specific information. |
Step 4: Update Settings Carefully
When you make changes, review the setting description and confirm the change matches your organization’s workflow.
After updating settings, click Save to apply your changes.
Some settings may affect what employees see when entering time or what managers can review and approve.
What Happens Next?
After company settings are configured, ClickTime uses those preferences across your account.
You can return to Company Preferences later to update settings as your organization’s needs change.
Common Questions
Do I need to configure every setting before people start using ClickTime?
No. Start with the settings that affect your core workflow, such as time entry, security, person defaults, and notifications. You can update additional settings later.
Can I change company settings later?
Yes. Administrators can return to Company Preferences to update settings as your organization’s needs change.
Why don’t I see a setting?
Some settings may depend on your organization’s features, account configuration, or administrator permissions.
Will changes affect existing users?
Some settings may affect existing users, while others apply only going forward. Review each setting carefully before saving changes.
Next Steps
Now that you know where company settings live, you can learn more about:
Comments
0 comments
Please sign in to leave a comment.