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Business Settings

Basic Settings​

Basic settings cover a number of useful settings about your business, including business information and invoice settings.

Permissions Required

BUSINESS:BUSINESS_SETTINGS:VIEW
BUSINESS:BUSINESS_SETTINGS:EDIT

Basic Settings Business Settings

The Basic Settings page includes the following information:

  • Basic Business settings:
    • Name
    • Address
    • Email Address
    • Phone Number
    • Website
  • Business Logo
  • Email Header
  • Invoice Footer - Note on the bottom of all generated invoices
  • Cable length colours - assign a colour to each length for ease of identification
  • Asset Statuses - used for asset dispatch
  • Week Labels - Overrides the week label on calendars

Week Labels​

Calendars across AdamRMS usually use the week number of the year as the week number, but this can be overritten on a week-by-week basis.

Week Labels

The date of each label can be any date in the required week. If two labels for the same week are found, the one lower in the list will be used.

Public Site​

AdamRMS supports provides a number of widgets to business, to allow information about business assets to be shared publicly.
For example, this can be used to show what assets are available for hire.

Permissions Required

BUSINESS:BUSINESS_SETTINGS:VIEW
BUSINESS:BUSINESS_SETTINGS:EDIT

Public site settings AdamRMS public site settings

Currently, there are two widgets available:

  • Asset List and Seearch - This shows a list of assets that are available for hire.
  • Crew Vacancies - This shows a list of crew roles that are currently vacant.

You can enable different pieces of information to be shared from the Public site settings page for each of these widgets.

Project Types​

Project types are a way to change what elements of Projects are available to each project. AdamRMS provides a “Full Project” by default which has all elements enabled.

Permissions Required

PROJECTS:PROJECT_TYPES:VIEW
PROJECTS:PROJECT_TYPES:CREATE
PROJECTS:PROJECT_TYPES:EDIT
PROJECTS:PROJECT_TYPES:DELETE

Custom project types Project types

Each Project is split into the following sections that can be enabled or disabled on a Project Type basis:

  • Finance - Should asset charge calculations occur, and is billing enabled.
  • Files - Can projects have files associated with them
  • Assets - Assign assets to projects
  • Client Assignment - Is this project associated with a client or an internal event.
  • Venue - Associate a venue with this project.
  • Notes - Use notes and comments in the project
  • Crew - Use Crew assignment and recruitment in this project.

Custom Categories​

All Assets have an associated category that groups assets. AdamRMS comes with 29 sub-categories by default, but you can add new subcategories on a business basis.

Permissions Required

ASSETS:ASSET_CATEGORIES:VIEW
ASSETS:ASSET_CATEGORIES:CREATE
ASSETS:ASSET_CATEGORIES:EDIT
ASSETS:ASSET_CATEGORIES:DELETE

Custom asset categories Asset Categories

All subcategories have:

If you want to add a new parent category, please contact AdamRMS support.