Set up & administer
Configure Operating for your organization — foundations, people and access, commercial setup, SSO, connecting your stack, and data import.
Foundations
The building blocks you configure once — sites, groups, tags, roles, seniority, skills, statuses, and holiday calendars.
People & access
Add people, control who can log in and what they see, and set working hours, approvals, and reporting lines.
Commercial setup
Set the rates, costs, and expense rules that drive your financials.
Connect your stack
Connect the rest of your tool stack to Operating, from CRM to HRIS
SSO & provisioning
Set up single sign-on and automatic user provisioning.
Data import & date formats
Bring data in, export it out, migrate from another tool, and set date formats.
Archiving & merging
Archive what's no longer active and merge duplicate clients, projects, and people.