In the Administration menu, you set up SpinOffice for your organization. You open it via ☰ > Administration. Which sections you see depends on your rights.
| Section | Read more |
|---|---|
| Company preferences | Company preferences |
| AI Settings | Overview of the AI features |
| User settings | User settings |
| Integrations | Integrations |
| Email settings, From addresses | Managing your mailboxes |
| Email templates, Template tabs | Creating and editing email templates |
| Contact type, Salutation, Contact card fields, Info fields, Drop-down lists, Tags | Contacts |
| Action types | Action types: setting default templates |
| Folder types | Creating and managing folders |
| Activity codes | Activity codes |
Document templates are only available in the desktop version. Read Document templates
Can't see a section? Ask a colleague with the SuperAdmin right to adjust your rights.
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