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Miscellaneous Configurations
Miscellaneous Configurations

This article goes over configurations such as client portal, clone booking, dashboard and HR

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Written by Traffio
Updated over a month ago

In the config section of your Traffio portal, you can set limits on how last-minute staff can submit their leave requests. This configuration helps prevent employees from submitting new requests after you've already scheduled them in advance.

To be able to enable this configuration, you first need to have an access level of Manager or Administrator. Learn about permissions and access levels here


Client Portal Configurations

Client Portal
Controls whether the Client Portal is enabled or disabled

Include Client Portal invitation links in Client Contact emails
Controls whether invitation links to connect in the Client Portal are included in booking, invoice & works docket emails sent to Client Contacts.


Clone Booking Configuration

Should the purchase order and client billing code be copied across by default.

The cloning booking configuration allows you to clone across the purchase order and client billing codes when cloning jobs

If turned on, by default, all jobs cloned will copy the original job's purchase order and client billing code.


Dashboard Configurations

Day shift start buffer time
The actual start time of a day shift for availability calculations. Changing this config requires existing bookings to be updated to redetermine whether they are day or night shifts.

Night shift start buffer time
The actual start time of a night shift for availability calculations. Changing this config requires existing bookings to be updated to redetermine whether they are day or night shifts.


HR Configuration

Default Probation Period
Automatically sets new employees' Active date based on the default probation period from when their probation start date is entered.


Plan Configuration

Increment plan project number based on projects
Should plan project number increase based on projects ?


System Configuration

Enable / Disable Broadcast SMS Messaging
This only affects the broadcast-messaging feature in the web-app. Other features that utilize SMS messaging will not be affected.


Works Configuration

Increment works project number based on projects
Should works project number increase based on projects ?




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