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Managing talent

Company settings

On the web

A management company has no settings screen of its own. Settings (the gear at the foot of the sidebar) › Workspace is the company: the same name, color and picture section every workspace has, then what only a company needs.

Managing talent: the company's settings

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talent-settings.png

Settings › Workspace. Each section saves on its own.
SectionWhat is in it
Name, color and pictureThe mark and name on invoices and the emails clients get, and the color the company wears in the sidebar
On paperThe legal name and address for contracts and invoices
Commission and invoicingDefault commission with a worked example, currency, invoice prefix and numbering, payment terms, and the remit-to line printed on every invoice
Team and rolesEverybody on the team with their role, and the table of what each role can see: money, personal details, contracts, tax forms, the team itself
RoleCan
OwnerEverything, including roles and the company's settings
AgentDeals, bookings, creators, money and rates; not tax forms or the team
AssistantDeals, bookings, creators and personal details; never money
FinanceMoney, rates, contracts and tax forms; nothing personal, nothing edited