General settings hold the details that apply to your whole Avaza account: its name and web address, time zone and currency, sign-in security, branding, and which modules everyone sees.
Go to Settings › General. Administrators and Finance Managers can open this page. For everyone else, the General tile on the Settings page is greyed out. Make your changes and click Save at the bottom of the page.
When you set up a new account, check the Time Zone and Default Currency first. The currency can't be changed once you've created your first invoice.
Account details
- Account ID: your account's number. It can't be changed.
- Company Name: your business name. It appears in the invitations Avaza sends to new users, and on the Switch Accounts list.
- Secure Site: your account's web address (see below).
- Custom Portal Title: an optional title of up to 100 letters, numbers, spaces and dashes. It no longer appears in the app: the top-left corner shows your logo instead. To make it clear which account people are in, use custom branding.
- Account Email: the account's main contact address. Avaza uses it as the billing email when you first subscribe. Once you have a subscription, change the billing email in Settings › Avaza Subscription, under Billing Contact Details. See managing your subscription.
- Account Country: the country your business is in.
- Default language: the language Avaza uses for invitations and emails to team members and contacts who haven't chosen their own language and haven't signed in yet. Each person can choose their own language in their profile, and you can set it for them when you add or edit them. The languages other than English are in beta. See using Avaza in another language.
- Telephone and Website: your business phone number and website, if you want to add them.
Secure Site
Your team opens Avaza at yourname.avaza.com. To change the name, type a new one with letters and numbers. If someone else already has it, or it's reserved, you'll see "The requested secure site name is already taken".
When you save a new name, Avaza signs you out and opens the new address. Tell your team to sign in there: the old address no longer opens your account. Integrations that use the Avaza API also need the new address. Avaza addresses always end in .avaza.com, so you can't use a domain of your own. If someone forgets the address, see forgotten account web address.
Time Zone
The account time zone decides when Avaza creates recurring invoices, recurring expenses and recurring tasks, and when it sends scheduled reports. If you change it, their next run moves to the same time of day in the new time zone.
Each person also has their own time zone in their user profile. It starts as the account's, and sets things like today's date on their timesheet and the times on their timers. Some reports have a Timezone option to show dates in either one.
Default Currency
This is your account currency: the base of exchange rates, and the currency reports use for totals. You can only change it before the first invoice, credit note, payment or bill is created. After that, saving shows "Cannot update account's base currency as transactions have been created". See how multiple currencies work.
Security
Under Multifactor Authentication, you can require a second sign-in step:
- Require Multi-Factor Authentication for Team Members
- Require Multi-Factor Authentication for External Contacts
People then have to set up multi-factor authentication the next time they sign in. To switch either option on, you need a verified method of your own, and you must be signed in with it. Otherwise saving shows an error. Add a method under Multi-Factor Authentication Methods in your user profile. See multi-factor authentication.
Under Login Options for Team Members, choose how team members can sign in: Avaza Login (email and password) or Google. At least one must stay on. Before you switch Avaza Login off, check that you can sign in with Google yourself. See Google sign-in and enforcing single sign-on.
Custom branding
On paid plans, Custom Branding sets your brand colour and logos for the Avaza menu, public project pages and reports. See Avaza branding.
Embed Widget - Allowed Domains
The dashboard's iFrame widget only loads pages from domains on this list, and only over HTTPS. Until you add a domain, iFrame widgets don't load.
Type a domain, such as app.powerbi.com, and optionally a note, then click Add Domain. Use a wildcard for subdomains, such as *.google.com. Click the bin icon to remove a domain. Adding and removing take effect straight away, without Save. See embedding external content.
Turn modules on or off
If your team doesn't use part of Avaza, hide it for everyone in the account.
Scroll down to Enabled/Disabled Modules.
Switch off the modules you want to hide, or switch them back on.
Click Save.
Some modules are indented under another one, because they need it. For example, Task Management needs Projects.
- Projects, with Task Management, Team Schedule and Timesheets. Switching off Projects switches these off too.
- Team Chat, with Read Receipts: shows who has seen messages in chats, smaller channels and task discussions.
- Expenses, with Recurring Expenses, which is switched off with it.
- Quotes/Estimates.
- Invoices, with Recurring Invoices, Retainer Invoices and Credit Notes. Switching off Invoices hides all three.
- Bills to Pay.
A hidden module disappears for everyone: from the menus, from buttons such as Add Time on invoices, and its reports from the Reports page. Other people may need up to 30 seconds to see the change.
- Your data stays. Hiding a module doesn't delete anything. Switch it back on and everything is still there.
- Roles and price don't change. Each person's roles still decide what they can see. You assign roles under Contacts, and buy licences under Settings › Avaza Subscription. See managing users and contacts.
- Schedules keep running. Hiding only hides. Recurring invoices, retainer subscriptions and recurring expenses you've already set up carry on, so stop them first if you don't want them.
Other account-wide settings
- First day of week is in Settings › Timesheet Settings, which Administrators, Finance Managers and Portfolio Managers can open. It sets where the week starts in timesheets, the team schedule and date pickers. See timesheet settings.
- Date format: there's no setting. Dates on invoices follow the reader's browser language. See changing the date format.
- Language: each person chooses the language of their own screens in their user profile, and Default language on this page covers invitations and emails to people who haven't chosen one yet. See using Avaza in another language.
- Taxes are in Settings › Tax. See setting up taxes.