Managing Project Settings in ABOSS
Efficiently Update Project Information, Manage Team Permissions, and Organize Labels
The Settings module is your central hub for managing project-related details, team permissions, and event labels in ABOSS. This guide will walk you through the various settings you can update to streamline your project management.
Table of Contents
Navigate to Your Settings
Information
Preferences
Contact Info
Financial Info
Standard Info
User Management
Artist Details
Message Templates
Invoice Templates
Manage Billing Details
Event Types
Event Labels
Contact Functions
Files
Songs
Invoice Numbering
Sharing with Agencies
Integrations
1. Navigate to Your Settings
Make sure you're working in the correct project by navigating to Settings. Ensure that you are not working in All Projects mode. You can select the right project from the dropdown menu in the top left corner.
Next, go to Settings:
2. Information
In the Information section, you can update your project's details, including the project name and license information. You can also upload a Project Logo to be used in your communication and invoices, ensuring a professional and branded appearance.
Simply click drag a file in the window, or click to upload a new logo.
3. Preferences
Customize how titles are displayed in your calendar. The chosen format will be reflected in your calendar view.
4. Contact Info
The Contact Info section allows you to update the contact information of your Artist PRO account that can be displayed on your invoices. Ensuring that this data is accurate helps maintain clear communication with clients and partners.
4. Financial Info
In the Financial Info section, you can update the financial details related to your project, such as tax information or payment methods. Keeping this up-to-date ensures smooth invoicing and financial processes.
5. Standard Info
In the Standard Info section, you can predefine certain event details, such as the event title, set duration and deal information. When creating a new event, this information will automatically be added to your event, saving you time.
6. User Management
The User Management section displays all users with access to the current project. To update user permissions:
Click on the users name to go to their profile in Contact database.
Click on the lock icon next to each user to view or modify their permissions. Read more about it in this article.
Adjust the access levels as needed, ensuring that each team member has the appropriate level of access.
You can delete a user, by clicking the stop-sign in the right.
7. Artist Details
In the Artist Details section, you can add the details of your artists and crew. These are linked to your contact database, allowing you to add artists and crew with one click in Availability.
Click 'Link Artist' or click 'Link Crew' to add new artist's and crew. Give them a function for overview. This function will also be reflected in requesting availability.
8. Message Templates
Create Message Templates to easily use when sending out invoices, guest lists, or availability updates. These templates save time and ensure consistency in your communication.
This article tells all about creating Message Templates.
9. Invoice Templates
Create your own Invoice Templates to generate one-click invoices with your personalized data. This helps speed up the invoicing process while maintaining accuracy.
This articles describes how to set up your Invoice Templates. Know this can be hard. If you need any help, please find us in Support Chat.
10. Manage Billing Details
In the Manage Billing Details section, you can manage your subscription and billing details. Ensuring this is up-to-date helps keep your account in good standing.
You can find all details of Manage billing details in this article.
11. Event Types
In the Event Types section, you can assign specific event types to make searching easier. These event types also allow for better categorization and filtering, helping you keep things organized and searchable.
Find out more in this article.
12. Event Labels
In the Event Labels section, you can view and manage all labels currently applied to your events:
Assign a unique color to each label for easier identification.
Favorite a label by clicking the star icon to ensure its color appears as the background for all events with that label in the calendar. This helps you quickly identify event types at a glance.
Check out this article for all on Event Labels.
13. Contact Functions
In the Contact Functions section, you can assign functions to your contacts for easy searching and filtering. This helps keep your contact database organized and accessible, providing quick search options. These functions will also be reflected when requesting availability
14. Files
Store your Files in this section to use them as attachments when sending out invoices or other documents. This allows for quick and easy access when managing communication with clients.
15. Songs
In the Songs section, you can save your songs and create perfect setlists in advance. This feature helps you organize and prepare your performances efficiently.
16. Invoice Numbering
The Invoice Numbering section allows you to keep track of your invoices using a custom numbering system, ensuring that every invoice is properly accounted for and easy to reference.
17. Sharing with Agencies
If your project is connected to an ABOSS Agency account, the Sharing tab allows you to configure sharing permissions with the agency.
Set Sharing Permissions: You can choose to share all events with the connected agency or keep the permissions set to 'None' and only share individual events from within the event itself.
Important Note: Only events can be shared with the agency. Notes remain exclusive to your ABOSS Artist account and cannot be shared with the agency.
18. Integrations
The Integrations section allows you to integrate your ABOSS account with services like Facebook and Bandsintown, helping you automatically share events across platforms and expand your reach.