Baton Settings
By ClientSuccess1 author8 articles
Baton Workspace CurrencyLearn how to change the Baton workspace currency under Admin Settings, Customization, Terminology to update the currency shown across projects.
ClientSuccess / Baton Integration (V2 - Customer & User Sync)Learn how the V2 ClientSuccess Baton integration syncs customer records and vendor users, with ClientSuccess as the source for clients and logins.
Working DaysConfigure working days and holidays in Baton so task duration, risk, and Dateshift calculations skip non-working days at workspace or project level.
Client DirectoryLearn how to manage the Baton Client Directory in Workspace Management, create client companies with logos, and merge duplicate client records.
What Can Baton Admins Do?Understand Baton admin permissions, including managing users, workspace info, integrations like Jira and Salesforce, and how to make a user an admin.
Project Settings and ReportsLearn how to access Baton project settings to edit details, manage attachments, upload client logos, edit the project team, and view client feedback.
DepartmentsLearn how to create and manage Departments in Baton to group vendor users and tasks, assign members and tasks, and organize workload across projects.
Profile & Account SettingsLearn how to manage Baton profile settings, email notification preferences, workspace management, team members, data export, and email previews.