Configuration

5 articles with this tag

Getting Started
Customizing Employee Classifications

Configure employee classifications to match your company structure and billing rates.

11 views Dec 23, 2025
Getting Started
Setting Up Your Company Profile

Learn how to configure your company information, logo, and default billing rates.

8 views Dec 23, 2025
AI & Intelligence
AI Setup and Configuration

Complete guide to setting up AI features in Site Service Pro. Configure Commercial AI providers (OpenAI, Anthropic, Google, Azure, and more), Private AI, Custom/Self-Hosted AI, web search, agentic mode, and optimize settings for your organization.

6 views Jan 6, 2026
AI & Intelligence
Web Search (Brave AI) - Complete Guide

Learn how to configure and use web search powered by Brave Search in AI Chat. Search the internet for current prices, regulations, business information, and more directly from your AI assistant.

6 views Feb 22, 2026
Team Management
API Keys and Integration Scopes

Create, scope, rotate, and troubleshoot API keys for secure Notes and Work Items integrations.

4 views Jun 18, 2026