Settings
Customize Albi to fit your business. Manage preferences, permissions, and configurations to make the platform work your way.
Project settings
- What Are Project Settings and How Do I Access Them?
- How Do I Create and Manage Moisture Content Material Types?
- How Can I Create and Manage Project Folders?
- How Can I Create and Manage Project Files?
- What Are Project Roles and How Are They Assigned?
- How Do I Create and Manage Lost Project Reasons?
- What Are Project Subtypes and How Do I Use Them?
- How Do Project Statuses and Threshold Colors Work?
- What Are General Project Settings in Albi and How Do I Manage Them?
- How Do I Create and Manage Project Types?
- How Do Project Dates Work and Trigger Status Updates?
Relationship settings
Communication settings
Snippets settings
Price List settings
- How Do I Access, Create and View Price Lists?
- How Do I View and Manage Existing Price Lists in Albi?
- How Do I Add Items to a Price List in Albi?
- How Do I Use Price Lists in Project Estimates and the Workbook?
- How Do I Upload Price List Items in Bulk Using a Template?
- How Do I Copy, Bulk Delete or Transfer Items Between Price Lists in Albi?
Reports settings
Assets settings
Staff settings
- How Do I Access Staff Settings and What Can I Manage in There?
- How Do I Create and Manage Staff Note Types?
- How Do Task Actions Work for Staff in Albi?
- How Do I Set Up Job Titles and Departments for Staff in Albi?
- How Do Staff Roles and Permissions Work in Albi?
- How Do Timesheets and Time Tracking Settings Work in Albi?
- How Do Payroll Settings Work in Albi?
Company settings
Scheduler settings
Templates
- How Do I Find and Access Templates in Albi?
- How Do I Create and Manage Document Templates in Albi?
- How Do Email Templates Work in Albi and Where Can I Use Them?
- What Are Intro and Closing File Templates in Albi and How Do They Work?
- How Do I Create and Manage Invoices in Albi Using Templates?
- How Do I Create Estimates in Albi and Apply Intro and Closing Templates?
- How Do I Create Work Orders and Purchase Orders in Albi Using Templates?