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Global Settings

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Created by Camille Marshall, last modified on Aug 02, 2018

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This page contains sections for each Ubersmith Global Settings section.

Getting Started

Adding User Roles

Adding Users

Configuring Company Identity

Configuring the Welcome Wizard

Configuring User Authentication

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Your Company

Adding Brands

Adding Languages

Configuring Event Triggers

Customizing Invoice PDF Templates

Managing Brands

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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

Configuring Email Settings

Using Plugins

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Integrations

Adding Power Seasons

Configuring Appliances

Importing Data

Integrating Intuit QuickBooks

Managing Power Seasons

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