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Org Admins - Manage Metrics

Control the measurement standards and default metrics your teams use across disposals, requirements, and marketing.

Written by Max Kemplen

Use Metrics settings to set organisation-wide measurement options and defaults.

Who can use metrics settings

Metrics settings are available to:

  • Organisation admins at agency-type organisations

  • Users with access to the Settings app

They are not available to:

  • Non-admin users

  • Landlord organisations

If a user without access opens the page directly, Kato redirects them to the home page.

When to use metrics settings

Use Metrics when you want to:

  • Control which measurement standards teams can use

  • Set default size, rent, and charge metrics

  • Standardise measurement defaults for new disposals and requirements

How metrics settings work

Metrics settings are split into two cards:

Card

What it controls

Available Measurement Standards

Measurement standards available to your organisation

Default Metric Settings

Default size, rent, and charge metrics

Each card saves independently.

Items marked with * are Kato system defaults. You can still remove them if they are not relevant to your organisation.

Open metrics settings

  1. Go to Settings.

  2. Select Metrics.

Configure available measurement standards

Use Available Measurement Standards to control which measurement standards teams can use when:

  • Recording floor areas

  • Creating marketing materials

  1. In the Available Measurement Standards card, select or clear standards.

  2. Select Save changes.

You must keep at least one measurement standard selected.

Configure default metric settings

Use Default Metric Settings to set the default:

  • Size metric

  • Rent metric

  • Charge metric

These defaults apply to new disposals and requirements.

Teams can override these values at record level.

  1. In the Default Metric Settings card, choose values from each dropdown.

  2. Select Save changes.

Saving changes

Each card saves independently.

The Save changes button stays disabled until you make a change.

The Save changes button then disables again until another change is made.

What your changes affect

Metrics settings affect the defaults and measurement options available to users across your organisation.

Default Metric Settings apply to new disposals and requirements.

Teams can override metric defaults at record level.

Team-level settings can override organisation-level defaults where both exist.

Troubleshooting

Issue

What it means

What to do

Save changes is disabled

No changes have been made, or all measurement standards have been cleared

Make a change and keep at least one standard selected

You cannot access Metrics

Your account does not have permission, or your organisation type is not supported

Confirm you are an organisation admin at an agency-type organisation

A validation message appears

No measurement standards are selected

Select at least one measurement standard before saving

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