Company Details is where you can:

Only users with Admin or Manager licenses in GUIDEcx can access the Company Details.

Editing company details such as Name and Logo is found by clicking on the 3 dots found on the top right corner of the Users page:

Clicking on that will allow you to edit your Name and Logo.

This is where you can manage your GUIDEcx licenses and users. Learn more about that here.

These are fields that are specific to you and your company that can be used to further personalize your customer's onboarding experience! Learn more about custom fields here. Learn about merge tags here.

Manage your integrations here! If you're interested in learning about integrations, check out our collection here.

This is where you can manage the majority of your settings like:

If you use Time Tracking, then you'll need to set up your billing profiles and categories. You can learn more about that in our Time Tracking collection found here.

If you want to prevent users from editing time entries from the previous months, then you can toggle that preference on.

For more flexibility, you can prevent users from editing time entries for completed projects as well.

Internal Task Visibility:

You can set the default for internal tasks. If it's set to Visible, then external users (customers and 3rd party) can see all the details on an internal task. Internal notes and attachments are still hidden from them. Task Name Only will only allow external users to see the task name. Note: this global setting can be overwritten at the task level.

Show Shareable Link in Projects:

Each project comes with a link that can be shared via email with anyone. Toggling it off will prevent the link from being accessible by anyone. We recommend to keep it toggled on for easy sharing of progress.

Send Project Level CSAT Survey:

Collecting customer feedback on your onboarding experience is extremely important. You can turn this setting on and all customers involved on the project will receive a survey to review their onboarding experience. Learn more about that here.

Show Compass Experience for all Projects:

The Compass experience gives your customers a login-less and easy-to-use interface. Learn more about what that experience is like by checking out this article.

Note Comments Default to "Internal":

Worried about sending internal notes to your customers? Default all notes you send to “internal”, don’t worry, both options will still be there.

​Allow Contributors to filter by Function Tasks:

If you use Resource Management, this feature makes it so users can filter the global tasks page by function. This filter will allow contributors to assign themselves tasks within their functions for all projects whether they are invited to them or not. Functionality within the view is limited until they assign the task to themselves.

Currency Type:

Select the type of international currency to be shown on all projects and reports. This changes the currency symbol only and does not convert between currencies. Learn more here.

Use Status Change Reasons:

It's important to understand why projects fall behind schedule or get put on hold. Now you can manage those reasons and gather data! Learn more about Status Change Reasons here.

You'll need to verify your domain in order to have GUIDEcx send automated emails on your project managers' behalf. To learn how you can do that check out the Verify Your Domain article here.

Address to BCC all emails:

If you'd like to have all automated emails recorded somewhere (like your CRM) you can put in email addresses to get BCC'd.

Your onboarding experience should feel like an extension to your brand. That's why you can white label your GUIDEcx instance. You can use your brand's primary color and logo. We recommend to use darker tones since lighter colors are harder to read. To learn how to white label, check out this article.

Passwordless Authentication:

Passwordless Authentication gives you the power to provide your customers with seamless and secure access to their projects. Instead of requiring them to create and manage separate accounts, this feature leverages the security of their existing email provider authentication. When enabled, your customers will receive a 6 character code in their email which is a one-time code that will grant them access to their project(s). Toggle it on and off here. Read more about it here.

SSO:

Set up SSO here to reduce the number of credentials your users need to create. Learn SSO best practices here.

Read more about Labs here.

At our company, product discovery is a crucial process for us. We prioritize problem validation and solution validation to ensure that we are addressing the right problems in the most effective way possible.

To begin, our team reaches out to users who have requested a feature in order to gain a deeper understanding of their needs. We then take their feedback into account and continue to iterate on potential solutions. For major features or those where uncertainty still exists, we gather feedback on the proposed solution to inform any final enhancements that need to be made.

For features that only need minor adjustments, we release them in Labs. This is a space where you and your team can test out the latest functionality that has not yet been publicly released. Please note that Labs features are new and may still have some quirks that need to be ironed out, but we strive to ensure that they meet our production-quality standards.

Customized email templates enable you to use your branding on all automated outbound communications! With this new feature, you can change the subject line, color, themes, and language within emails!

Read more about Custom Email Templates here.