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.