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Global Settings

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Created by Camille Marshall, last modified on Aug 07, 2020

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This page contains sections for each Ubersmith Global Settings section.

Getting Started

Adding a User Authentication Module

Adding User Roles

Adding Users

Configuring Company Identity

Configuring the Global General Settings Page

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Your Company

Adding Brands

Adding Email Templates

Adding Languages

Configuring Event Triggers

Customizing Invoice PDF Templates

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Client Interface

Adding Contact Roles

Configuring Client Interface Global Settings

Managing Contact Roles

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Customization

Configuring Currency and Measurements

Using Plugins

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Integrations

Adding Appliances

Adding Power Seasons

Importing Data

Integrating Intuit QuickBooks Desktop Pro, Retail, Enterprise, and Accountant

Managing Appliances

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