Managing Organization and Users

In the Settings section, you can manage your Organization and the Users who will have access.

To manage your Organization you can:

  • View your Organization details.

  • Edit the configuration to define Organization-wide settings for currency and currency conversions, timezone, and epoch dates for billing.

  • Enable auto-approval and scheduling for billing.

  • Create Credit Reasons to use when you want to add credit line items to a Bill.

  • Add and edit Custom Fields.

To manage your Users, you can:

  • View and edit Users.

  • Create and configure Service Users.

  • Create and manage Permissions.

This section explains how to manage your Organization and Users in m3ter: