Account 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...

Overview Only available to Account Administrators, the Account Members page is where you manage account member information and permissions. To ac...

Understanding our Deletion Policy Trustworthy, reliable data is essential to the core of our application; we are committed to upholding user rights...

  From the Account Member side panel, you can edit account member information—email address, role, bill rate, cost rate, permissions, skills, etc....

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...

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...

  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...

  In Notification Settings, you can set what notifications you receive, how often you receive them, and where you receive them. NOTE Some email ...

Overview Account administrators can delete roles even if they are already in use. With this flexibility, you can ensure that outdated roles are not...

  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...

  Overview Kantata gives you powerful tools that help capture snapshots of financial information you can use for revenue recognition, forecasting,...

   Default Account Permissions: Account Administrator Overview On the Resource Management Settings page, you can enable and make adjustments to Re...

  Default Account Permissions: Account Administrator NOTE An Account Administrator must enable Resource Requests in the Resource Management Settin...

 Default Account Permissions: Account Administrator Overview From the Resource Management Settings page, you can enable resource requests for Reso...

  Overview When an Account Administrator enables Resource Recommendations, you can make informed staffing decisions in the Resource Center or a pr...

  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 ...

  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...

  Overview You can leverage User custom fields to outline role requirements for your resource demand, which can simplify your staffing processes ...

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...

Learn how to create a custom form and use the Form Builder.   User Permissions Needed: Account Administrator The Form Builder The Form Builder is ...

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...

  Overview Expenses in multiple currencies are a part of doing business in the global economy. With Kantata's Foreign Exchange feature, you can im...

  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...

 Default Account Permissions: Account Administrator Overview As an Account Administrator, you can use the Data Exporter to export large amounts o...

   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...

  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...

  Overview Kantata's Organizations functionality allows you to structure and group your projects and account members by departments and geographie...

 Account Permissions Needed: Account Administrator Getting Started Organizations provide a simple way for Account Administrators to structure your...

 Account Permissions Needed: Account Administrator Overview When using the Organizations functionality, Account Administrators can associate proje...

 Account Permissions Needed: Account Administrator Overview When using Kantata's Organizations functionality, your account members will need to be...