Settings and Administration
Configure users, roles, modules, workflows, integrations, financial settings, and permissions.
Settings and Administration
Settings control how Kestrio works for your organization. Admin access is required for most settings.
Navigation
Open Settings from the main sidebar, or go to /settings.
Common Settings Areas
Settings may include:
- Profile and notification preferences.
- Users, teams, roles, permissions, job roles, groups, and skills.
- Company preferences, custom fields, and module defaults.
- Time tracking, time categories, attendance, and resource management.
- 4DX Planning, Service Desk, and Internal Operations.
- Currencies, cost rates, rate cards, tax codes, invoicing, expenses, and credit notes.
- Automations and approval chains.
- Portal Builder and client-facing portal settings.
- Integrations.
- Audit logs.
Settings Areas
| Area | Use it for | Learn more |
|---|---|---|
| Users, roles, teams, groups, job roles, and skills | Invite users, manage access, organize teams, and maintain skills. | Users, Roles, and Teams |
| Custom fields and preferences | Configure company defaults, custom fields, formulas, and required fields. | Custom Fields and Preferences |
| Financial settings | Configure currencies, cost rates, rate cards, tax codes, invoices, expenses, and credit notes. | Financial Configuration |
| 4DX Planning | Enable sprints, epics, backlogs, and estimation defaults. | 4DX Planning |
| Service Desk | Boards, statuses, types, SLA matrix, macros, and CSAT. | Service Desk |
| Business Hours | Calendars, weekly hours, and holidays for SLA clocks. | Business Hours |
| Internal Operations | Incident categories, 1:1 cadence, and PIP checklists. | Internal Operations |
| Automations | Configure workflow rules and approval chains. | Automations |
| Portal Builder | Configure client portal branding, sections, and visibility. | Portal Builder |
| Integrations | Connect external systems such as CRM, Slack, and calendars. | Integrations |
| Notifications and audit logs | Control notification behavior and review administrative activity. | Notifications and Audit Logs |
| Views and import | Use saved table views and import records from CSV files. | Views and Data Tables, Bulk Import |
Users and Roles
Admins can invite users, assign roles, manage permissions, configure teams, and maintain job roles or skills.
If a user cannot see a module or action, check:
- Organization membership.
- Assigned permission role.
- Feature/module availability.
- Record-level access.
Skills and Job Roles
Skills and job roles help with staffing, recommendations, and resource planning.
Keep skills updated so staffing suggestions stay accurate.
Module Settings
Module settings control behavior for areas such as time tracking, invoicing, expenses, resource management, 4DX Planning, Service Desk, Internal Operations, assets, portal visibility, and credit notes.
Example:
- Credit module requests usually refer to Credit Notes.
- Configure this in Settings > Credit Notes.
Automations
Automations can run workflow actions when records change or match conditions.
Use automations carefully for billing, approval, and client-facing workflows.
Integrations and Portal
Use integrations to connect Kestrio with external systems such as CRM, chat, and calendars. Use Portal Builder to decide what clients can see and do in the client portal.
Admin Safety
- Test billing, approval, and automation changes with a small scope first.
- Review permissions before enabling a module for a broader team.
- Keep skills and roles up to date so resource planning and staffing suggestions stay accurate.
- Use audit logs to review important administrative changes.