How Do I Set Up User Defaults?

See Also

 

An ArchiOffice administrative user can set up default options that displays automatically for users during data entry. For example, an administrative user can set up default charge rate, cost rate, projects, default entry type and hours an employee must account for each week. These default settings expedite data entry and reduce errors when users enter information (for example, time and expense entries).

Do the following to configure default settings for new ArchiOffice users:

  1. Select Preferences from the master drop-down list.

  2. Open the User folder and click Defaults.

  3. Enter rate values and click Save.

  4. Click Formats in the User folder. Configure the default user name display format.

  5. Click Time/Expense in the User folder. Select an employee in the Users section and configure the default time and expense entry options as instructed in Preferences -Users-Time/Expense.

  6. Click Sync in the User folder. Select an employee in the Users section and configure the default synchronize and email options as instructed in Preferences -Users-Sync.

  7. Click Other Options in the User folder. Select an employee in the Users section and configure the default Calendar View that displays for users, map site and Skype settings as instructed in Preferences -Users-Other Options.

  8. Click Save to save your preferences for each screen.