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_manager join

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.execategory=communication, work_type=internal - match_title_contains = zoom meetingcategory=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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