WorkGo System Settings
User Type: Company / Owner In this document, you’ll see how to edit three categories […]
User Type: Company / Owner
In this document, you’ll see how to edit three categories of WorkGo settings: brand, company, and system settings. Doing this allows you to create a personalized user experience.
To access the settings panel, you need to sign in with a Company / Owner account. Then, click the Settings button (you’ll find it in the navigation menu).
Editing Brand Settings
You can find brand settings at the very top of the settings panel.
- Change the logo (upload both light and dark versions).
- Change the favicon.
- Set site title text.
- Set site footer text.
- Edit default language.
- Enable or disable the landing page.
- Turn on/off the support for right-to-left text.
- Enable or disable GDPR Cookie text.
- Edit the GDPR cookie text itself (if enabled)
In the next section, Theme Customizer, you can edit the following visual settings:
- Select primary platform colors.
- Manage sidebar layout transparency (turn it on or off).
- Enable/disable dark mode.
Editing Company Settings
To access Company Settings, hit Company Settings on the left-hand side of the Settings navigation panel. In this panel, you can add the following company information:
- Company name
- Zip/Post Code
- System Email
- Email (From Name)
Editing System Settings
To access System Settings, scroll down in the main settings panel or click System Settings on the left-hand side of the Settings navigation panel inside your WorkGo account. In this panel, you can change the following:
- Currency ISO code. Example: USD, GBP, INR
- Currency symbol. Example: $, £, ₹
- Currency symbol position – select to display it before or after the amount.
Date & Time Settings:
- Date format – use the drop-down menu to pick the right format (dd/mm/yyyy, mm/dd/yyyy, yyyy/mm/dd)
- Time format – choose between 12-hour and 24-hour formats.
Documentation Settings – Prefixes:
- Invoice prefix. Example: #INV
- Bug prefix. Example: #ISSUE
- Estimation prefix. Example: #EST
- Invoice/Estimation Title.
- Invoice/Estimation Footer Note
- App site URL – the address to log into the app.
- Tracking interval – the amount of time between each screenshot taken by the time tracker feature.
- VCardGo System Settings
- Taskly System Settings
- Erpgo System Settings
- CMMSGo System Settings
- LMSGo System Settings
- StoreGo System Settings
- AccountGo System Settings
- WhatsStore System Settings
- Proposal, Invoice, & Print Settings
- HRMGo System Settings
- ClockGo System Settings
- Salesy System Settings
- RotaGo System Settings
- TicketGo System Settings
- CRMGo System Settings
- Sub-domain and Custom Domain settings
- PosGo System Settings
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