Settings
Settings
Where every setting lives, and who can change what.
Everything you can set up in Springtrack is under Settings in the sidebar. It's one area with its own menu, grouped into four parts. You only see the pages your role can open, and Settings opens on the first of them — General for an Owner, Team & security for an Admin, Plan & billing for a Billing member, and Profile for everyone else.
Your account
Just for you — nobody else in the organisation sees these.
- Profile — your own name, timezone, two-factor sign-in, and notifications on this device.
- Organisations — every organisation you belong to: switch between them, pick your own accent colour for each, or rename one you own. See Switching organisations.
Organisation
- General — the organisation's name, the name on your invoices, country and timezone, financial year and tax, and number, date and currency formatting.
- Team & security — who's in the organisation and their roles, cost rates and capacity, and whether everyone must use two-factor authentication. See Team & Roles and Two-factor authentication.
- Plan & billing — your subscription, seats and payment method. See Billing & Plans.
- Import & export — bring data in from a CSV, Harvest or Xero, and download a copy of everything. See Importing and exporting your data.
- Danger zone — closing or permanently deleting the organisation.
Time
- Time tracking — rounding, week start, capacity, duration display, timer limits, and whether every entry needs a note.
- Timesheet approvals — the org-wide approvals switch and auto-approve.
- Task categories — the list used to tag time entries. See Task and expense categories.
Invoicing
- Invoices & estimates — your letterhead, defaults for new invoices, logo and columns, and numbering.
- Emails — every email Springtrack sends for you: when it goes, who gets it, and its wording.
- Online payments (Pro and above) — connect Stripe so your clients can pay invoices by card from the link you send them. See Getting paid online.
- Expenses & bills — expense categories (see Task and expense categories) and whether bills need approval before they're paid (see Creating and approving a bill).
Who can open what
| Page | Who can open it |
|---|---|
| Profile, Organisations | Everyone |
| General, Time tracking, Timesheet approvals, Invoices & estimates, Emails, Online payments, Danger zone | Owner |
| Team & security, Import & export, Task categories, Expenses & bills | Owner and Admin |
| Plan & billing | Owner and Billing |
On Import & export, only the Owner can export.
Saving
Each page has one save. When you change something, a bar at the bottom lists what's unsaved, with Save changes and Discard. If you try to leave the page before saving, Springtrack asks first.
Set somewhere else
- Per-project approval mode (who approves that project's time — Owner, Admin, or Client) is set on the project's own settings page — see Timesheet approvals. It only takes effect once timesheet approvals are switched on org-wide.