Settings help

Help for Settings in Work Planner.

Subcategories

Articles

Terminology

How to rename the job-collection wording across Work Planner and what changes when you save a custom term.

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SMS Settings

How SMS Settings works, when to use Work Planner SMS versus your own provider account, and what each field controls.

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Passkeys

How to add and remove passkeys for passwordless sign-in, and what the warnings on the passkeys page mean.

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Profile

How the Profile page works, what you can change there, and which actions are personal versus business-wide.

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Settings Overview

How the main Settings page is grouped, what each section is for, and which screens sit one step deeper.

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