Organisation setup
Maintain the information JobCue needs to represent your business consistently across the application.
Included JobCue core
Shape JobCue around the way your organisation works.
Settings gives you the organisation-level controls that make JobCue feel like your operational system: business details, workflow defaults, commercial building blocks and connected service configuration.
Organisation
Workspace settingsUp to date
Workflow defaultsConfigured01
Rate cardsConfigured02
Storage providerConnected03
What buyers are looking for
Looking for workflow settings and business template software?
Businesses looking for workflow configuration or template software are usually trying to standardise how work starts. JobCue keeps those reusable settings inside the same operational platform rather than creating another administration tool.
Templates and defaults
Define repeatable starting points so teams do not rebuild common workflows from scratch each time.
Commercial building blocks
Maintain reusable rate-card and quote-item information where those features are used by your organisation.
Storage configuration
Control the organisation's selected JobCue, Microsoft 365/SharePoint/OneDrive or Dropbox storage setup where available.
Workflow consistency
Keep organisation-wide choices in one place rather than hiding them across individual jobs.
Core administration
Settings is part of the permanent JobCue foundation and remains available regardless of optional modules.
Document and workflow administration
Control document templates, Job workspace profiles, operational categories, automation recipes and Integration Hub access through organisation permissions.
Who benefits from Settings
Use Settings where it removes uncertainty from real work.
Organisation owners
For people setting the standards and defaults used by the wider team.
Operations teams
For businesses that want repeatable processes rather than every project being configured differently.
Administrators
For Users responsible for keeping JobCue aligned with the organisation's current structure and services.
Relevant industries
See where Settings fits.
Browse the industries where this feature is especially useful, grouped by sector so you can get to the most relevant workflow quickly.
42Industries
9Sectors
Creative, Marketing & Digital
9 industriesEvents, AV & Production
12 industries
Exhibition Builders→
Live Events & Productions→
AV Companies & Integrators→
Event Agencies→
Experiential & Brand Activation Agencies→
Video & Film Production Companies→
Photography Studios & Production Agencies→
Set & Scenic Production Companies→
Theatre & Entertainment Production Companies→
Technical Production Companies→
Lighting & Production Rental Companies→
Podcast & Content Production Companies→
Print, Build & Physical Environments
4 industriesTechnology & Managed Services
3 industriesProfessional Services & Training
2 industriesRental & Hire Services
3 industriesField Service & Maintenance
3 industriesEngineering & Technical Services
3 industriesSpecialist Creative Production
3 industriesWhy JobCue
Configuration should support the workflow, not become another workflow.
JobCue keeps its organisation-level controls close to the operational platform they influence, so templates, defaults and connected services can evolve without creating another admin system to maintain.
✓Included in every JobCue account
✓Central organisation-wide defaults
✓Supports optional modules without depending on them
Connected by design
Part of the permanent JobCue foundation.
Connected without duplicate updates
Let Settings inform the rest of the Job.
When an event in Settings matters to delivery, a permission-controlled automation rule can update a related task or programme item. The same organisation, Job and Project context is reused, while Users retain a manual override for exceptions and work completed elsewhere.
Less duplicate administration
Standardise repeatable setup while preserving exceptions
Job types, workspace profiles and operational categories give new work a useful starting structure. Teams configure the pattern once, then adapt an individual Job where reality differs.
Seed relevant categories from a Job type
Apply a workspace profile to new work
Offer only automation choices for enabled modules
Common questions
Questions about Settings
Are templates compulsory on every Job?
No. They provide a starting point and can be adjusted where a particular Job needs something different.
Can settings expose disabled modules?
No. Related configuration choices should only appear where that module is enabled for the tenant.
Microsoft 365 integration
Govern Microsoft 365 connections from the organisation—not from shared credentials.
Authorised administrators configure the connection and mapping rules once; Users then manage their own eligible calendar selections from the relevant Job.
See how Settings fits your JobCue setup.
This feature is included in every JobCue subscription. Build your organisation and add only the optional modules you need.