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Articles on:Administration & settings
For the administrator: users, permissions, companies and environment settings.

Categories

  • Getting started
  • Customers & quotations
  • Projects & orders
  • Planning & execution
  • Purchasing, items & stock
  • Invoicing & accounting
  • Employees & hours
  • Wappy & Robaws App
  • Documents, layout & email
  • Integrations
  • Data, import & API
  • Administration & settings
Users, permissions & security
  • Logging in to Robaws
    There are two ways to log in to Robaws, with a username and password or with a Google or Microsoft account, plus multi-tenant access.Few readers
  • How multi-factor authentication works
    Secure your Robaws account with an extra code from your authenticator app: how to enable multi-factor authentication, log in and keep your recovery codes.Few readers
  • Problems logging in
    The most common reasons why someone cannot log in to Robaws or Wappy, and how to solve them yourself.Few readers
  • Changing your password
    How to reset a forgotten password yourself via the login page, and how an admin sets a new password for a user.Few readers
  • Filling in your password automatically when logging in
    Autofill is set in your browser, not in Robaws: how to store your Robaws login in the Google Password Manager in Chrome.Few readers
  • Changing the e-mail address of a user
    Change the e-mail address of your user account from your own profile and confirm it via the invitation link on the new address.Few readers
  • Setting up the permissions of your users
    How user roles determine what a user may see, change and delete in Robaws, and how you share a single project with a user.Few readers
  • Adding a new user
    How to create a new user for Robaws and Wappy, assign a password and set the most important options on the user.Few readers
  • Help, Chrome says I have been hacked
    What the Chrome warning about a leaked password really means and how to change your Robaws password quickly.Few readers
Environment & company settings
  • General | Settings
    A step-by-step guide through the general settings of Robaws: master data, settings, decimals, PDF options, titles and legal forms, and documents.Few readers
  • Starting a second environment or using multiple companies in one environment
    Compare working with multiple companies in one Robaws environment against starting a separate environment per company, and see how to set each one up.Few readers
  • Adding a company
    What the company details in Robaws are used for, when to add an extra company, and which fields you fill in on the company card.Few readers
  • Billing
    How automatic billing works at Robaws: the billing overview, licence prices, other costs and answers to the most common billing questions.Few readers
  • Translations
    Send quotations, invoices and work orders out in your customer's language automatically by storing translations with your items, remarks and conditions.Few readers
  • Time and date display
    How Robaws displays dates, times and numbers, and how you change that display through the language on your profile.Few readers

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