The client's company name — appears in the browser tab and under the logo in the sidebar.

Rename, recolor, add, or delete branches to match the company's departments. Deleting a branch permanently removes all its jobs and crew.

Rename "Direct" and "Contractor" to whatever the company calls them (e.g. "Staff" / "Agency", "FTE" / "Temp").

HVE is a special permanent row for estimation/engineering hours. Rename or hide it if the company doesn't use it.

Everyone signs in with Google, Microsoft or an emailed link. New people sign up with your company name and show up here as “Wants to join” for you to approve. To give someone access ahead of time, add them on the People tab with their email.