How to Use Settings

Configure tracking, timesheets, roles, billing, and invoice defaults for your organization — changes apply workspace-wide unless overridden per member (admin only).

Settings hub

1. Open Settings

   Click Settings under Admin. Cards group options into Features, Billing, and Management.

   • Activity

     Screenshots, apps, URLs, keystroke tracking, and per-member overrides.

   • Timesheet Settings

     Manual time permission and timesheet approval toggles.

   • Manage Subscription / Change Subscription

     View plan details or upgrade.

   • General Settings

     Work hours, weekends, leave limits, tokens for Staffic AI.

   • Access Control settings

     Role-based module permissions.

   • Invoice Settings

     Organization address and bank details on invoices.

   

Activity Settings

1. Organization tracking rules

   Under Activity, set defaults for the whole organization:

   • Screenshot Tracking

     Master ON/OFF for interval screenshots during tracked time.

   • Screenshot Frequency

     1, 2, or 3 shots per 10 minutes (for example, 12 screenshots/hour at 2 shots).

   • Delete Screenshots

     Allow or block members from deleting captures.

   • Instant screenshot permission

     Let members accept or deny Live Feed screenshot requests.

   • Application & URL Tracking

     Control apps and browsing history collection.

   • Keystroke And Mouse Track

     Activity signals for engagement scores.

   • Meeting Idle Time Track

     Track idle time during meetings per policy.

   

2. Tracking Individual Member

   Scroll to Tracking Individual Member to override tracking ON/OFF per person — search by name.

   

Timesheet Settings

1. Manual Time tab

   Open Timesheet Settings → Manual Time. Toggle Allow members to add manual time ON or OFF organization-wide.

   

2. Timesheet Approval tab

   On Timesheet Approval, use Turn On / Turn Off for all members, then set per-member toggles under Control Individual Member.

   Timesheet Approval requires an eligible plan — see Pricing. Pair with Timesheets → Approval in the docs.

   

General Settings

1. Work rules and tokens

   Under General Settings, configure organization work rules and Staffic AI tokens.

   • Weekend Day(s)

     Which days count as weekend (for example, Friday).

   • Clock-In / Clock-Out Time

     Expected shift boundaries for attendance.

   • Full Day / Minimum / Maximum Work Hours

     Targets and overwork threshold for reporting.

   • Activity Threshold (%)

     Engagement benchmark used in analytics.

   • Maximum Leaves Per Year

     Cap aligned with Leave Manage.

   • Token Management

     Available, lifetime used, and monthly renewable tokens — purchase more for Staffic AI.

   

Access Control

1. Module permissions by role

   Open Access Control settings. Click + Create Role, then toggle access per module:

   • Remote Track

     Screenshots, apps, URLs sub-pages.

   • Timesheets & Reports

     Time entry views and analytics exports.

   • Task, Attendance, Project, Clients

     Manage-section modules — restrict by role (for example, Developer vs HR).

   

Invoice Settings

1. Organisation and bank info

   Under Invoice Settings, set details printed on every invoice:

   • Organisation Info

     Street, city, state, ZIP, country, phone, email, website, VAT/UID — footer on PDFs.

   • Banking & Payment Details

     Bank name and account number so clients know where to pay.

   Create invoices under Manage → Invoice after these fields are complete.