What We'll Cover

  • General Account Configuration

    Get started with an overview of General Settings, Time & Expense Settings, and Resource Management Settings.

  • Financial, Security, and Insights Reporting Settings

    Learn how to set up rate cards, customize invoices, and configure security and reporting settings.

  • Account Customization Options

    Explore customization options for branding your account, and identify functionality to align your use of Kantata with your organization's goals and existing tools.

Course Description

Expected Duration: Approximately 45 minutes

As an Account Administrator, you’ll have the permission and responsibility to manage General Account Settings and customizations for your organization. This course will cover how to manage your general account settings and set default permissions, what the options are for time and expense settings, and where to update resource management settings in alignment with your organization’s goals and processes. We will also review how to customize your account branding to make Kantata feel like an extension of your website and brand. 

In addition to the readings, resources, and demo videos, this course also includes hands-on labs and activities. Please note that it is recommended that you either complete the labs from a demo account or make sure to remove any data or information from the labs that may impact your organizational account.

In this course you will learn how to:

  • Configure general account settings and set up default project access and participants
  • Manage time and expense settings to support your labor and financial data needs
  • Align resource management settings to your organizational processes
  • Customize account branding to match your organization’s brand or style guidelines

Course curriculum