🔧 Settings
Configure core account preferences, billing, users, notifications, and system defaults.
By Jamie and 1 other2 authors18 articles
- Settings - Custom PropertiesLearn how to unlock a world of possibilities with Custom Properties!
- Settings - Tax RatesLearn how to adjust your tax rates in the system!
- Settings - Project Workroom Landing PageThis feature allows Curators to choose the default view when clicking into an Project from the main projects page!
- Settings - Curate Support Currency Types
- Settings - Calculated PropertiesHow to Use the Calculated Properties Feature in Curate
- Settings - IntegrationsQuick overview of the Curate Integrations page
- Settings - UsersLearn how to Add, Edit or Delete Users
- Settings - NotificationsThe Notifications settings allow you to control when Curate sends emails related to proposals, payments, and receipts. These settings help keep you and your clients informed at key points in…
- Settings - Tag Manager
- Settings - SubscriptionsFind out how to make changes to your subscription with Curate.
- Settings - Payments
- Settings - Category MarkupsNew feature release video covering adding markups at the category level.
- Settings - Categories
- Settings - Markup Profiles
- Settings - AutomationsAutomations help you save time and keep your projects moving by automatically triggering actions when key milestones happen in your workflow. Instead of manually updating project stages or sending emails,…
- Settings - General Tab OverviewThis Article will cover all things within the General Tab for Settings!
- Settings - Send email receiptsThis article will cover how to send email reciepts.
- Recovering Projects with the Recently Deleted FeatureAccidents happen, and if you or your team mistakenly delete a project, you can now recover it yourself without needing to contact support. The Recently Deleted view allows you to…