Settings
Admin settings are broken up into organisation, tags and fees. Below you will find all the information about each tab.
Last updated
Admin settings are broken up into organisation, tags and fees. Below you will find all the information about each tab.
Last updated
On this tab you can edit all details in MOAS concerning your organisation and add an organisation logo. To edit information, click on an input and type in your new value, MOAS will automatically save the new value when you are finished typing.
To upload a logo, select the "upload logo" button and drag the logo image onto the droppable square. MOAS supports png, jpg and jpeg files only.
Tags in MOAS can be applied to client groups, tasks, projects and opportunities. Here, you can add, edit and delete all tags.
To edit a tag name or colour, simply click on the title or colour and change the value.
Tags have a name, colour and can be prioritised. If a tag is a priority tag, it will always appear at the front of the tags list in a larger size.
Clicking edit will take you to a page where you can see all tags assigned to active, lead and prospect groups. Here you can bulk re-assign tags to multiple groups.
Fee settings are to do with advice agreements. Here, you can add, edit or remove required services, general services and fixed costs.
