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Knowledgebase

Getting Started

Getting Started

Learn how to start using your .STUDIO

Access details for business & standard licenses

Change your password

Change the appearance of your .STUDIO

Update your profile photo

Access to .STUDIO

LICENSING: What is the difference between a User and a Seat? What about Lite Users, Pro Users and Team Members?

Things to Do Before you Start Using .STUDIO

Settings

Create section templates

Setting up company profile

Create leave type & set up hours per week

Create default activity type

Planning task list

Enable auto-numbering

Create stage pipelines for your opportunities & projects

Company Default Settings

Update your notifications settings

Create default teams for opportunities & projects

Create Service Type

Create Industry type & Company role

Create Project type

Create role settings

Manage and add users & teams

Update your user details

Assign view access to team members

See more