Settings

Admin settings are broken up into organisation, tags and fees. Below you will find all the information about each tab.

Organisation

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.

It is important that organisation details are always up to date as they can be used as mentions in documents.

Tags

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.

An example of editing a tag.

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.

Fees

Fee settings are to do with advice agreements. Here, you can add, edit or remove required services, general services and fixed costs.