Where to go to change settings in PayLab

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.

The Manage Account Tab

https://app.mypaylab.com/manage-account

Account Owner

Account Admin

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

https://app.mypaylab.com/manage-account/profile

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
https://app.mypaylab.com/projects

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. 

 

Account Owner

Account Admin

Project Admin

Contract Admin