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Settings & your account

Your company, your team’s access, your own preferences and your data.

  1. Company and brand

    Set your company name, logos, menu icon and brand colours so Bitrack, your client portal and your documents look like you.

  2. Region and currency

    Set the time zone your workspace runs on, your base currency for reports, and the currencies you bill in.

  3. Security settings

    Require two-step sign-in for everyone in your workspace, and know what happens to people who haven't set it up.

  4. Services, tags and custom fields

    Keep your service catalog, tags and extra fields in order so everyone picks from the same lists.

  5. Automations

    Turn background rules on or off, set ticket response targets and manage recurring invoice schedules.

  6. Files and storage

    Choose which kinds of files people can upload, set the largest file size and keep an eye on your storage.

  7. Client emails

    Reword the emails your clients receive, preview them in your brand, send yourself a test and go back to the default.

  8. Chat, calendar and portal settings

    Set how long people can edit or delete messages, allow calendar connections, and let clients request meetings.

  9. Integrations and importing data

    Import your records from a CSV, capture leads from your website, link Google sign-in and see which connections are coming.

  10. Trash and restore

    Bring back something deleted by mistake, or remove it for good, from the workspace Trash.

  11. Export or delete your workspace

    Download a full copy of your workspace, or delete it, with a waiting period in which you can still restore it.