---
title: Account Setup & Settings | Help Center
description: Articles, highlights, and much more to understand how to set up your organization on FieldCircle and get started.
---

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1. [Help Center](https://knowledge-base.zapium.com/en)
2. [Account Setup & Settings](https://knowledge-base.zapium.com/en/account-setup-settings)

# Account Setup & Settings

 Articles, highlights, and much more to understand how to set up your organization on FieldCircle and get started.

- [Getting Started](https://knowledge-base.zapium.com/en/getting-started)

## Organization Settings

- [How To Change Nomenclature And Add Aliasing For Various Main Termonilogies](https://knowledge-base.zapium.com/en/en/kp/company-aiasing)
- [How To Add And Edit Company Tax Details](https://knowledge-base.zapium.com/en/company-tax-details)
- [Manage Date And Time Format Settings](https://knowledge-base.zapium.com/en/manage-date-and-time-format-settings)
- [How To Customize PDF Report's Header, Footer and Other Details](https://knowledge-base.zapium.com/en/how-to-customize-pdf-reports-header-footer-and-other-details)
- [Setup And Manage Location Tracking Settings](https://knowledge-base.zapium.com/en/setup-and-manage-location-tracking-settings)
- [Setup Company Branches And Sites](https://knowledge-base.zapium.com/en/setup-company-branches-and-sites)

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## HRMS (Human Resource)

- [How To Create Or Import Employee Data](https://knowledge-base.zapium.com/en/en/kp/import-user-data)
- [Create User/Employee Roles](https://knowledge-base.zapium.com/en/en/kp/create-user-roles)
- [Setup And Create Leave Types/Categories](https://knowledge-base.zapium.com/en/en/kp/create-leave-types)
- [How To Setup And Create Shift Times And Link Shift To A Branch](https://knowledge-base.zapium.com/en/en/kp/shifts-setup)
- [Manage User Role-Based Permission And Access To System](https://knowledge-base.zapium.com/en/en/kp/role-permissions)
- [How To Setup Dates When Work Can't Be Scheduled For And Assigned](https://knowledge-base.zapium.com/en/en/kp/nowork-block-dates)
- [How To Create Employee Designation And Titles](https://knowledge-base.zapium.com/en/how-to-create-employee-designation-and-titles)
- [Setup And Configure Notification For Employees/Staff](https://knowledge-base.zapium.com/en/setup-and-configure-notification-for-employees/staff)
- [How To Create Employee Types](https://knowledge-base.zapium.com/en/how-to-create-employee-types)
- [Create And Manage Attendance Tracking Settings For Your Business](https://knowledge-base.zapium.com/en/create-and-manage-attendance-tracking-settings-for-your-business)

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## Products And Services

- [How To Add A Product'S Brand Name In Inventory Section](https://knowledge-base.zapium.com/en/en/kp/add-product-brands)
- [How To Create, Edit, And Manage Manufacturer Name](https://knowledge-base.zapium.com/en/en/kp/manage-manufacturer)
- [Setup, Configure And Edit Company Services Details Form](https://knowledge-base.zapium.com/en/service-form-setup)
- [How To Create Categories Of Services Provided By My Business](https://knowledge-base.zapium.com/en/en/kp/create-company-services-categories)
- [Create, Edit And Manage Product Categories](https://knowledge-base.zapium.com/en/create-edit-and-manage-product-categories)
- [Setup And Manage Products And Parts Notification Settings](https://knowledge-base.zapium.com/en/setup-and-manage-products-and-parts-notification-settings)

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## Books And Accounting

- [How To Setup And Manage Payment Methods Categories](https://knowledge-base.zapium.com/en/en/kp/payment-methods-categories)
- [How To Setup And Manage Tax Exemptions](https://knowledge-base.zapium.com/en/en/kp/tax-exemptions)
- [How To Setup Company'S Default Services Pricelist For All The Vendors](https://knowledge-base.zapium.com/en/vendor-product-pricelist-setup)
- [Create And Manage Quotation Categories/Types](https://knowledge-base.zapium.com/en/en/kp/setup-quote-type)
- [How To Setup Tax Rate Categories And Tax Rates](https://knowledge-base.zapium.com/en/en/kp/setup-indivisual-tax-rates)
- [How To Club And Group Multiple Tax Rates](https://knowledge-base.zapium.com/en/en/kp/clubbing-tax-rates)
- [How To Setup Company'S Default Services Pricelist For All The Customers](https://knowledge-base.zapium.com/en/en/kp/customer-product-pricelist-setup)
- [How To Create And Manage Tax Authority And Tax Agency Names](https://knowledge-base.zapium.com/en/en/kp/tax-authorities-names)
- [How To Setup And Manage Payment 'Paid Method' Categories And Details](https://knowledge-base.zapium.com/en/en/kp/paid-method-types)
- [Create, Edit And Manage Quotation Forms](https://knowledge-base.zapium.com/en/en/kp/create-quote-form)
- [How To Setup Expenses Categories and Types](https://knowledge-base.zapium.com/en/how-to-setup-expenses-categories-and-types)

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## Location Settings

- [How To Create And Manage Location(Sites) Category/Types Form](https://knowledge-base.zapium.com/en/en/kp/location-category-form)
- [How To Create And Manage Location(Sites) Forms](https://knowledge-base.zapium.com/en/location-form-setup)
- [How To Create And Manage Location(Sites) Types](https://knowledge-base.zapium.com/en/en/kp/location-type-settings)

## Assets Settings

- [How To Create, Edit, And Manage 'Asset Category Form](https://knowledge-base.zapium.com/en/en/kp/setup-assety-category-form)
- [How To Create, Edit, And Manage Asset Information Form](https://knowledge-base.zapium.com/en/en/kp/create-asset-form)
- [How To Create, Edit And Manage 'Asset Type Form'](https://knowledge-base.zapium.com/en/en/kp/setup-asset-type-form)

## Agreements Settings

- [Create And Manage Agreements (Contracts) Categories And Types](https://knowledge-base.zapium.com/en/en/kp/setup-contract-types)

## Service Channels Settings

- [Setup And Configure Qr Code Scan Settings](https://knowledge-base.zapium.com/en/setup-qrcode-scan-settings)
- [Setup And Configure Email To Receive Service Requests (Tickets)](https://knowledge-base.zapium.com/en/en/kp/setup-service-support-email)
- [How To Setup Service Channel To Collect Requests Via Various Channels](https://knowledge-base.zapium.com/en/how-to-setup-service-channel-to-collect-requests-via-various-channels)

## Service Requests Settings

- [Create And Manage Service Request Categories](https://knowledge-base.zapium.com/en/en/kp/setup-service-request-categories)
- [Setup And Manage Billing Type In Service Request Detail](https://knowledge-base.zapium.com/en/en/kp/setup-service-request-billingtype)
- [Create And Manage Service Request Source Type](https://knowledge-base.zapium.com/en/setup-service-request-sources)
- [Create, Edit And Manage 'Case Type' In Service Request](https://knowledge-base.zapium.com/en/setup-service-request-case-type)
- [Create, Edit And Manage Service Request Information Form](https://knowledge-base.zapium.com/en/en/kp/setup-service-request-forms)
- [Setup And Manage Service Request(Tickets) Notifications And Messages](https://knowledge-base.zapium.com/en/setup-and-manage-service-requesttickets-notifications-and-messages)

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## Work Order Settings

- [Setup Workflow Forms For Work Order Types](https://knowledge-base.zapium.com/en/en/kp/setup-workorder-checklists)
- [Create And Manage Work Order Categories And Types](https://knowledge-base.zapium.com/en/en/kp/setup-workorder-types)
- [Setup Work Order Workflow Forms](https://knowledge-base.zapium.com/en/en/kp/setup-workorder-workflow-form)
- [Create And Manage Work Order Detail Forms](https://knowledge-base.zapium.com/en/setup-workorder-forms)
- [Setup And Manage Notifications And Messages For Work Orders](https://knowledge-base.zapium.com/en/setup-and-manage-notifications-and-messages-for-work-orders)

## PM/Inspection Settings

- [How To Import Preventive Maintenance/Inspection Data](https://knowledge-base.zapium.com/en/en/kp/import-pm-inspections)
- [Setup Preventive Maintenance (Inspection) Category Details Form](https://knowledge-base.zapium.com/en/en/kp/setup-pm-category-form)
- [Setup Preventive Maintenance (Inspection) Workflow Form](https://knowledge-base.zapium.com/en/setup-pm-workflow-forms)
- [Setup And Configure Preventive Maintenance (Inspection) Failure Criteria For Email Escalation](https://knowledge-base.zapium.com/en/setup-and-configure-preventive-maintenance-inspection-failure-criteria-for-email-escalation)
- [Setup And Manage Notification And Messages For Preventive Maintenance(Inspections)](https://knowledge-base.zapium.com/en/setup-and-manage-notification-and-messages-for-preventive-maintenanceinspections)

## Purchase Orders Settings

- [Create, Edit And Manage Purchase Receiving Details Form](https://knowledge-base.zapium.com/en/en/kp/setup-purchasing-receving-form)
- [Create And Manage Procurement Reasons In Settings](https://knowledge-base.zapium.com/en/setup-sourcing-reasons)
- [Create, Edit And Manage Purchase Order Details Form](https://knowledge-base.zapium.com/en/en/kp/setup-po-form)
- [Create, Edit And Manage Purchase Return Details Form](https://knowledge-base.zapium.com/en/en/kp/setup-purchase-return-form)
- [Setup Purchase Order Notification And Message Templates](https://knowledge-base.zapium.com/en/setup-purchase-order-notification-and-message-templates)

## Stock Adjustment Settings

- [Create And Manage Material Return Request Reasons](https://knowledge-base.zapium.com/en/material-return-reasons-setup)
- [Setup And Manage Material Requests Reasons](https://knowledge-base.zapium.com/en/en/kp/stock-request-reason-setup)

## Contacts Settings

- [Create And Manage Contacts Types/Categories](https://knowledge-base.zapium.com/en/create-and-manage-contacts-types/categories)

## Task Settings

- [Create And Manage Task Categories And Types](https://knowledge-base.zapium.com/en/create-and-manage-task-categories-and-types)

## Security and Accessibility

- [Create And Manage 'Forgot Password' Notification Settings](https://knowledge-base.zapium.com/en/create-and-manage-forgot-password-notification-settings)

## Feedback Settings

- [Create, Edit And Manage Work Activity Feedback Forms In Settings](https://knowledge-base.zapium.com/en/create-edit-and-manage-work-activity-feedback-forms-in-settings)

## KnowledgeBase Settings

- [Create, Edit And Manage Resolution Codes In Knowledgebase](https://knowledge-base.zapium.com/en/create-edit-and-manage-resolution-codes-in-knowledgebase)
- [Create, Edit, Manage Failure Types And Categories In Knowledgebase](https://knowledge-base.zapium.com/en/create-edit-manage-failure-types-and-categories-in-knowledgebase)
- [Create, Edit And Manage Errore Codes In Knowledgebase](https://knowledge-base.zapium.com/en/create-edit-and-manage-errore-codes-in-knowledgebase)

## My Settings

- [How To Sign-In To Fieldcircle](https://knowledge-base.zapium.com/en/how-to-sign-in-to-fieldcircle)
- [How To Reset My Password](https://knowledge-base.zapium.com/en/how-to-reset-my-password)
- [How To Integrate My Calendar With Fieldcircle](https://knowledge-base.zapium.com/en/how-to-integrate-my-calendar-with-fieldcircle)
- [How To Integrate My Google Gmail Account With Fieldcircle](https://knowledge-base.zapium.com/en/how-to-integrate-my-google-gmail-account-with-fieldcircle)

- [New to FieldCircle? Start here](https://knowledge-base.zapium.com/en/new-to-fieldcircle-start-here)
- [Account Setup & Settings](https://knowledge-base.zapium.com/en/account-setup-settings#main-content)

    - [Organization Settings](https://knowledge-base.zapium.com/en/account-setup-settings#organization-settings)
    - [HRMS (Human Resource)](https://knowledge-base.zapium.com/en/account-setup-settings#hrms-human-resource)
    - [Products And Services](https://knowledge-base.zapium.com/en/account-setup-settings#products-and-services)
    - [Books And Accounting](https://knowledge-base.zapium.com/en/account-setup-settings#books-and-accounting)
    - [Location Settings](https://knowledge-base.zapium.com/en/account-setup-settings#location-settings)
    - [Assets Settings](https://knowledge-base.zapium.com/en/account-setup-settings#assets-settings)
    - [Agreements Settings](https://knowledge-base.zapium.com/en/account-setup-settings#agreements-settings)
    - [Service Channels Settings](https://knowledge-base.zapium.com/en/account-setup-settings#service-channels-settings)
    - [Service Requests Settings](https://knowledge-base.zapium.com/en/account-setup-settings#service-requests-settings)
    - [Work Order Settings](https://knowledge-base.zapium.com/en/account-setup-settings#work-order-settings)
    - [PM/Inspection Settings](https://knowledge-base.zapium.com/en/account-setup-settings#pm-inspection-settings)
    - [Purchase Orders Settings](https://knowledge-base.zapium.com/en/account-setup-settings#purchase-orders-settings)
    - [Stock Adjustment Settings](https://knowledge-base.zapium.com/en/account-setup-settings#stock-adjustment-settings)
    - [Contacts Settings](https://knowledge-base.zapium.com/en/account-setup-settings#contacts-settings)
    - [Task Settings](https://knowledge-base.zapium.com/en/account-setup-settings#task-settings)
    - [Security and Accessibility](https://knowledge-base.zapium.com/en/account-setup-settings#security-and-accessibility)
    - [Feedback Settings](https://knowledge-base.zapium.com/en/account-setup-settings#feedback-settings)
    - [KnowledgeBase Settings](https://knowledge-base.zapium.com/en/account-setup-settings#knowledgebase-settings)
    - [My Settings](https://knowledge-base.zapium.com/en/account-setup-settings#my-settings)
- [Manage Work](https://knowledge-base.zapium.com/en/manage-work#main-content)

    - [Work Orders](https://knowledge-base.zapium.com/en/manage-work#work-orders)
    - [Preventive Maintenance/Inspection](https://knowledge-base.zapium.com/en/manage-work#preventive-maintenance-inspection)
    - [Service Requests(Tickets)](https://knowledge-base.zapium.com/en/manage-work#service-requeststickets)
    - [Channel Requests](https://knowledge-base.zapium.com/en/manage-work#channel-requests)
    - [Tasks](https://knowledge-base.zapium.com/en/manage-work#tasks)
    - [Failed Items](https://knowledge-base.zapium.com/en/manage-work#failed-items)
- [Board](https://knowledge-base.zapium.com/en/board#main-content)

    - [Dispatcher](https://knowledge-base.zapium.com/en/board#dispatcher)
    - [Team Location](https://knowledge-base.zapium.com/en/board#team-location)
- [Asset and Warranties](https://knowledge-base.zapium.com/en/asset-and-warranties#main-content)

    - [Asset Management](https://knowledge-base.zapium.com/en/asset-and-warranties#asset-management)
    - [Warranty Management](https://knowledge-base.zapium.com/en/asset-and-warranties#warranty-management)
- [Customers](https://knowledge-base.zapium.com/en/customers#main-content)

    - [Contacts](https://knowledge-base.zapium.com/en/customers#contacts)
    - [Customers](https://knowledge-base.zapium.com/en/customers#customers)
    - [Locations and Sites](https://knowledge-base.zapium.com/en/customers#locations-and-sites)
    - [Contracts and Agreements](https://knowledge-base.zapium.com/en/customers#contracts-and-agreements)
    - [Feedback](https://knowledge-base.zapium.com/en/customers#feedback)
- [Video Library](https://knowledge-base.zapium.com/en/video-library#main-content)

    - [Getting Started](https://knowledge-base.zapium.com/en/video-library#getting-started)
    - [Work Order](https://knowledge-base.zapium.com/en/video-library#work-order)
    - [Preventive Maintenance](https://knowledge-base.zapium.com/en/video-library#preventive-maintenance)
    - [My Activities](https://knowledge-base.zapium.com/en/video-library#my-activities)
    - [Scheduler and Dispatcher](https://knowledge-base.zapium.com/en/video-library#scheduler-and-dispatcher)
    - [Mobile App](https://knowledge-base.zapium.com/en/video-library#mobile-app)
- [Accounts and Billing](https://knowledge-base.zapium.com/en/accounts-and-billing)
- [Purchase](https://knowledge-base.zapium.com/en/purchase#main-content)

    - [Purchase Orders](https://knowledge-base.zapium.com/en/purchase#purchase-orders)
    - [Vendor RFQs](https://knowledge-base.zapium.com/en/purchase#vendor-rfqs)
- [Timesheet](https://knowledge-base.zapium.com/en/timesheet#main-content)

    - [Attendance](https://knowledge-base.zapium.com/en/timesheet#attendance)
    - [Worklogs](https://knowledge-base.zapium.com/en/timesheet#worklogs)
    - [Leave](https://knowledge-base.zapium.com/en/timesheet#leave)
- [People(User)](https://knowledge-base.zapium.com/en/peopleuser#main-content)

    - [Vendors](https://knowledge-base.zapium.com/en/peopleuser#vendors)
    - [Team(Crew)](https://knowledge-base.zapium.com/en/peopleuser#teamcrew)
- [Books and Quote](https://knowledge-base.zapium.com/en/books-and-quote#main-content)

    - [Quotation](https://knowledge-base.zapium.com/en/books-and-quote#quotation)
    - [Invoice](https://knowledge-base.zapium.com/en/books-and-quote#invoice)
    - [Expense](https://knowledge-base.zapium.com/en/books-and-quote#expense)

# FieldCircle, Inc.

Copyright © 2024 FieldCircle Inc.

Copyright © 2026, FieldCircle, Inc.