D-Tools

Does D-Tools Cloud support multiple currencies?

How to change the number formats used for quotes, projects, contracts, and invoices?

Can I restrict user access to the Settings section of Cloud?

Ashok P

FAQs on the Settings options on D-Tools Cloud

Settings

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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