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Learn about GDRP compliancy, how to setup email templates, custom SMTP and more
How can I see what a user is working on in real time?
In order to see what a user is working on in real time (if they're using any of the time tracking tools), you can: Go to Home → Dashboard → Active timers. That way you can see what a user is currently tracking. NOTE: If you can't see Active timers on your Dashboard, you need to click on your name (bottom left) → [Apps](https://app.paymoapp.com/#Paymo.module.app
How in app notifications work
Besides the email notifications which you can set in the Project settings area of a project, you will also receive in app notifications in the top left corner. This saves time because you don't have to go to your inbox in order to see updates about tasks, projects, files etc. Here are the types of notifications that will be displayed in this area: Task due Milestone due
Is Paymo GDPR compliant?
EU individuals have rights to access personal information about them, to limit use and disclosure of their personal information, and to ensure that such personal information is accurate and relevant for the purposes for which it is collected. Paymo is committed to respect these rights: Right to Access: any customer has the right to get specific details on how data is proce
What’s the difference between the various views in Paymo?
All around the app you will notice a List view and Table view dropdown that allows you to switch from a list view to a more detailed one, that gives you more control over different items at the same time. You will be able to easily change hourly rates, billing type, due dates, assigned users etc. The Table view allows you to Export the data as a list and mark/change mu
How to edit email templates
If you wish to customize how your new invoices, estimates or late payment reminder emails look like and make them your own, you need to click on: Your profile picture (bottom left) → Company settings → Project accounting → **Email templates You can use the available placeholders to customize the emails. In addition you can add HTML formatting to your templates by selec
Custom SMTP settings
By default, all email notifications that are sent to your clients come from Paymo's email server. With the custom SMTP setting, you allow the system to send emails through your own email server, which means that it will look like it came from you. To setup your custom SMTP settings, click on Your name (bottom left corner) → Company settings → Project accounting → [Custo