System Preferences | MindSalt Help

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Getting Started

14

New users
Profile and preferences
- Change my password
- Personal preferences
Using MindSalt
- Archive, restore, or delete records
Account setup
Contact MindSalt

Time and Time Off

10

Time tracking
Time off
- Record time off
- View tracked time balances
Manager tools
- Manage timesheet approvals
- Manage timesheets

Expenses

6

Expense tracking
Manager tools
- Manage employee expense reports
- Manage expense approvals

Reports and Billing

7

Reports
Cost and billing rates
- Export data to QuickBooks Desktop
- How rates are applied

Administration

42

System preferences
Client administration
- Clients
Company administration
- Company news
- Departments
Employee administration
Project administration
Timesheet administration
Expense administration

Mobile

8

Mobile basics
- Use MindSalt on a phone or tablet
Time tracking
- Track and submit time on mobile
Expenses
Approvals
- Review approvals on mobile
Troubleshooting
- Troubleshoot MindSalt Mobile

Help Center
Administration
System preferences

System preferences

8 Docs

System preferences

Configure general and security settings, security roles, approvals, SSO, and subscription billing.

Manage subscription and billing
Configure single sign-on with Okta
Enable SSO with OpenID Connect
Approval paths
Approval types
Security roles
Security settings
General settings

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