WorkGo System Settings -

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.

Getting Started

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
  • State
  • Telephone
  • Address
  • Zip/Post Code
  • System Email
  • City
  • Country
  • 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 Settings:
  • 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
Other Settings:
  • 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.

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