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 activity, configure scanner settings, set up contact types, relationships 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 global billing, billing methods, 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, and QuickBooks. Simply toggle On to integrate them with your Thread account.
Developer Tab
Related Articles
Activity Status - Admin
With Thread, you can add activity statuses that can be used across all file activities on the application, e.g. pending, dealt with, open, closed. Adding statuses to file activities allows you to view their progress as you can edit statuses as ...Nationality - Admin
Configure nationalities on Thread so they can be added to a contact’s information. Adding Nationalities Nationalities can be configured by global administrators in Admin Settings. 1. Click Admin Settings on the left pane of Thread. 2. In the Admin ...Undertaking Types - Admin
Categorise undertakings added to Thread by assigning them a type. Undertaking types must first be configured in Admin Settings before they can be added to Thread. Adding Undertaking Types 1. Click Admin Settings, under User Hub. 2. Click the Files ...Contact Types - Admin
With Thread, you can create contact types that can then be applied to newly created or existing contacts. You can then view contacts based on their type in the Contacts tab. So, if you want to view all contacts that are accountants for example, you ...Expense Categories - Admin
Thread users can easily add expenses that they have borne for a client or a particular case. The Expense Category feature on Thread allows you to add distinct categories of expenses, meaning you can organise expenses based on their type. Adding an ...