Where you go, and permissions needed in order to be able to change settings within PayLab.
There are a number of different settings categories to manage within PayLab.Name | Description | Where to go | Permissions required |
Organisation Account |
Overall settings management for the entire organisation account. |
Account Owner Account Admin |
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User Profile & Email notification preferences |
Control the settings for the user currently logged into the browser. |
Click the arrow next to your name on the top right |
Anyone logged into PayLab can access this. |
Project |
Loction to control the default settings of new contracts created within a project by your organisation. Also set project information and images. |
First go to the Project tab Select the relevant project At the top of the Project page, just below the project name, click the 'Cogwheel' settings button . |
Account Owner Account Admin Project Admin |
Contract | Location to control the contract settings and default settings of new claims/approval certificates by created by your organisation. |
Go to the contract page. One way to do this is to navigate to the project containing the contract and then locate the project within it. On the 'Section Navigator' on the left, click 'Contract Details'. Next to the blue 'Make a Claim' and green 'Finalise Contract' buttons, click the 'Cogwheel' settings button.
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Account Owner Account Admin Project Admin Contract Admin |