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Setting Up Team Names

By Jennifer Goodsell | Updated

 

Overview

When you’re collaborating in a lot of projects at once, it’s important to keep your team names standardized so your team is clear on who is on their team and who their clients are. If you're an Account Administrator, you can set default custom team names that will be used whenever a project is created by a member of your account. Alternatively, you can customize team names on a per project basis. 

If you choose not to customize your team names, the default team names provided by Kantata are Provider and Client:

  • Provider—The team that is providing the service. The Provider sends invoices and creates time entries and expenses.
  • Client—The requester of the service. The Client receives invoices and pays for the services rendered.

How to Set Up Default Team Names in General Settings

  1. In the left navigation, hover over Settings and then click General.
  2. On the General Settings page, scroll down to the Customized Team Names section.
  3. Enter a name in the Provider team title field.
    Note: The Provider team is the one providing the requested service to the Client.
  4. Enter a name in the Customer team title field.Team_Names.png
    Note: The Client is the one requesting the service.
  5. Click Save in the top-right corner. The team names are now the default for all current and future projects.
    Note: Even with default team names set, an Account Administrator can still update them or change them in an individual project on the Project Settings page.

How to Set Up Team Names in Project Settings

  1. In the left navigation, click Projects.
  2. In the Project List on the Projects page, select your project.
  3. In the project workspace, click the Actions icon next to the project name and then select Settings.
    click
  4. In the General section of the Project Settings page, enter a team name in the Provider Name field.
    Note: The provider team is the one providing the requested service to the Client.
  5. Enter a team name in the Client Name field.General_Section.png
    Note: The Client is the one requesting the service.
  6. Click Update Project in the top-right corner of the screen. The team names are updated for this project.

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By Jennifer Goodsell
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