Admin Centre

Our Admin Centre contains all settings and configurations relating to Thread, including general settings, system configurations, file settings, and integrations with other applications.  

We have divided all admin settings into separate tabs, based on their functionality within Thread. You can easily navigate between each tab to access what you need. 

 

General Tab 

In the General tab, you will find all general settings and configurations for Thread. Here, you can make changes to the global signature, filecode pattern, add group activities, configure scanner settings, set up contact types, and questions, VAT rates, task subjects, and more.  

 

Files Tab 

The Files tab contains all configurations and settings for files, bundles, and undertakings. Here, you can edit add and edit file categories, file stages, activity statuses and types, key dates, time types, bundle & undertaking groups, and undertaking statuses and types. 

 

System Tab 

You will find all system-wide configurations and settings in the System tab. From this tab, you can provide app-consent for provisioning Thread, add time rounding, set up default billing method, and more.  

 

Integrations Tab 

Our new Integrations tab allows users to easily integrate third-party applications to their Thread account. Here, you will find apps such as Quill, Xero, QuickBooks, and DocuSign. Toggle On to integrate them with your Thread account. 

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