Last updated 2026-04-24
Admin settings (admins only)
Navigate to /admin/settings for the full settings page. Covers:
General
- Hourly rate (company default) — used for billable dollar calculations when an employee doesn't have a personal rate set.
- Currency symbol — display only ($, €, £, etc.)
- Timezone — default tz for date display.
Email (SMTP)
Configure outbound email so OtiumWork can send invitations, password resets, weekly digests, feedback replies, etc.
- SMTP host, port, username, password, from-address, TLS on/off
- Test button sends a sample email to verify before saving
If unconfigured, emails are logged to stdout (dev mode) — useful for testing but not user-facing.
AI billing
- Billing mode: Metered (OtiumWork-managed, your tenant pays per use) OR BYOK (paste your own Anthropic API key)
- Monthly cap (USD): hard ceiling on metered spend. When hit, AI features gracefully degrade until next calendar month or cap raise.
- This month's accrued spend displayed live.
See /ops/llm_costs (product owner only) for cross-tenant AI cost rollups.
Microsoft 365 / Outlook calendar
Let each employee connect their Outlook calendar. Meetings get auto-imported as events tagged meeting, with billable/internal inferred from attendee domains.
Requires an Azure App Registration — detailed walkthrough on the settings page.
Employees — /admin/employees
List, invite, edit, deactivate. Also shows each employee's last-known desktop client version (blank = never connected).
- Invite sends a magic set-password link (7-day expiry)
- Role: employee / manager / admin
- Department: picked from the fixed enum (Sales / Operations / Finance / Engineering / Marketing / HR)
- Manager: one or many, via the
employee_managerjoin
Classification rules — /admin/rules
Deterministic pattern matches that classify events before the AI is called. Every rule saves an Anthropic call. Example:
- match_app = outlook.exe → category=communication, work_type=internal
- match_title_contains = zoom meeting → category=meeting
Rules are ordered by priority (lower = fires first). Clockify-imported historical descriptions have already seeded ~3,700 rules for the company — inspect + prune as needed.
Onboarding — /admin/onboarding
Free-text prose describing your company — used as context for the AI classifier. Tell Claude who you are, what tools you use, what departments exist. Better onboarding = better AI classification.
Uploads — /admin/uploads
Upload company documents (proposals, SOPs, pricing sheets) that the Ask OtiumWork feature can consult.
Feedback — /admin/feedback
View all feedback submissions from your team. Users submit via the /feedback page.
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