Shuruaat kaise karein
Apna business type chuniye
Company, Accounting / CA firm ya Agency chuniye, taaki Workclave aapke kaam ke hisaab se words use kare, jaise Clients aur Vendors.
Business type se kya badalta hai
Business type sirf labels badalta hai. Aapka data, features aur rules wahi rehte hain. Aap type kabhi bhi badal sakte hain.
| Business type | App mein description | Team ko kya kehte hain | Project ko kya kehte hain |
|---|---|---|---|
| Company / other | Teams, projects aur departments | Team | Project |
| Accounting / CA firm | Aap client companies ke liye kaam karte hain aur unke vendors ke hours bill karte hain | Client | Vendor |
| Agency / consultancy | Aap client engagements chalate hain | Client | Engagement |
Har business type mein Departments ka naam Departments hi rehta hai.
Naye labels kahan dikhte hain
- Left menu mein Projects item, jaise Vendors.
- Projects page: add button, columns aur filters.
- Start session ke bagal wali list, jaise “No vendor”.
- Sessions page ke filters aur columns.
- Reports ka timesheet panel, jaise Timesheet by vendor.
- Settings ka Teams & Permissions tab, jo Clients & Permissions ban jaata hai.
Is help centre ke screenshots Company labels (Teams aur Projects) use karte hain. Sirf CA firm guide aur upar wali image Clients aur Vendors use karti hain.
Apna business type badliye
- Settings → Workspace par jaaiye. Yeh tab sirf workspace admins ko dikhta hai.
- What kind of business are you? kholiye aur type chuniye.
- Save Changes par click kijiye. Page naye labels ke saath reload hota hai.
Aap setup ke dauraan bhi, Step 2: Organization Details mein, type chun sakte hain.
Screenshots English interface ke hain.
Related articles
CA firm ke liye poora setup: clients, har client ke vendors, staff, har vendor par log hua time, approval aur billing ke liye har client ki monthly timesheet CSV.
Clients aur engagements set up kijiye, har engagement ka time track kijiye aur har mahine client hours report kijiye.
Workspace ka naam, logo, work week, business type aur automatic lunch break badliye, aur dekhiye har Settings tab kya karta hai.
Teams banaiye, rename kijiye aur delete kijiye. CA firms aur agencies teams ko clients ki tarah use karti hain aur unse projects jodti hain.