Account Settings
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General Settings
Company Name & Address Your main company name and address is used on billing statements and is the default for custom branding and invoices. Note...
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Managing Account Members
Overview Only available to Account Administrators, the Account Members page is where you manage account member information and permissions. To ac...
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Account and User Deletion
Understanding our Deletion Policy Trustworthy, reliable data is essential to the core of our application; we are committed to upholding user rights...
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Account Member Details Side Panel
From the Account Member Details side panel, you can edit account member information—email address, role, bill rate, cost rate, permissions, skil...
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Add and Import Account Members
Overview You can add members to your account individually or—if you have a large amount of members to add—you might consider importing them into K...
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Project Permissions Defaults
The Account-level permissions in Kantata OX determine a user's overall privileges and the areas for which they have access. Every time a user joins...
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Account Roles
Overview An Account Role is the default role assigned to members in your organization and is used to specify their main title or position. It al...
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Notification Settings
In Notification Settings, you can set what notifications you receive, how often you receive them, and where you receive them. NOTE Some email ...
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Deleting Roles
Overview Account administrators can delete roles even if they are already in use. With this flexibility, you can ensure that outdated roles are not...
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Assign a Rate Card to a Group
Kantata gives you the ability to associate a rate card to a specific group. Groups help you organize and categorize your data by client, departme...
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Project Accounting
Overview Kantata gives you powerful tools that help capture snapshots of financial information you can use for revenue recognition, forecasting,...
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Resource Management Settings
Default Account Permissions: Account Administrator Overview On the Resource Management Settings page, you can enable and make adjustments to Re...
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Resource Requests Overview
Default Account Permissions: Account Administrator NOTE An Account Administrator must enable Resource Requests in the Resource Management Settin...
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Enabling Resource Requests and Adding Approvers
Default Account Permissions: Account Administrator Overview From the Resource Management Settings page, you can enable resource requests for Reso...
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Enable Resource Recommendations
Overview When an Account Administrator enables Resource Recommendations, you can make informed staffing decisions in Resource Center or a projec...
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What is Early Access?
Overview The Early Access page gives you the ability to activate exciting new Kantata OX features on your account to give you more control over ...
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Custom Fields Overview
Overview Custom fields give you the ability to add additional value fields to projects, tasks, and members. Use them to keep better track of c...
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Configuring Resource Custom Fields
Overview You can leverage User custom fields to outline role requirements for your resource demand, which can simplify your staffing processes ...
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Custom Forms Overview
Forms give you the ability to adapt Kantata OX to your organization's processes and requirements. You can create forms for creating projects to col...
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Custom Forms: Field Rules
Overview Forms allow you to tailor the create project form for your organization and teams. You can create field rules in a form that change the di...
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Foreign Exchange Overview
INFO To use Kantata OX's multi-currency functionality, you must first enable Access Groups, and then configure the appropriate Foreign Exchange...
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Import Exchange Rates from a CSV File
Overview Kantata OX can import exchange rates from a .csv or .txt file in CSV format from within the app, or via the Kantata OX API. Once the da...
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Export Account Data
Default Account Permissions: Account Administrator Overview As an Account Administrator, you can use the Data Exporter to export large amounts o...
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Audit Logs
NOTE Support of Audit Logs will be phased out in the near future. We recommend Extended History instead—which is now available in beta. For mor...
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Audit Logs: Objects & Events
NOTE Support of Audit Logs will be phased out in the future, and we recommend Extended History instead—which is now available in beta. For more...
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Organizations Overview
Overview Kantata's Organizations functionality allows you to structure and group your projects and account members by departments and geographie...
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Setting Up Your Organizations
Getting Started Organizations provide a simple way to structure your people and projects. Defining your departments and geographic regions allow...
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Apply an Organization to a Project
Overview When using the Organizations functionality, your projects should be associated with a corresponding department and geography so you can...
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Apply an Organization to Account Members
Overview When using Kantata's Organizations functionality, your account members will need to be associated with a corresponding department and g...
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Organizations in Analytics Reports
INFO To ensure accurate Analytics report data, each project and member in your account must have a designated department and geography. Analy...
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