Settings

Where the workspace is set up: the list down the left, what each entry opens, who may change it, and the company details it starts on.

Settings, at the foot of the staff sidebar, is where a workspace is set up rather than used: the company details printed on every document, how email is sent, which parts of the product are switched on, the lists records are filed under, and the connections to other services. It opens on Company. In SaaS mode everything here belongs to the workspace, so each workspace has its own.

Getting around

Every settings screen shares the same frame: the list of settings screens down the left, the screen you chose on the right.

• Find a setting, at the top of the list, narrows it as you type, so you do not have to scroll past forty entries.
• On a phone the list becomes a single dropdown at the top of the page; choosing an entry opens it.
• The list can be reordered and trimmed for the whole workspace under Settings → Menu — see Modules and menus. Menu itself can never be hidden, so anything hidden can be brought back.
• A module that is switched off (Settings → Modules) takes its own entries out of the list, for example AI assistance, Marketing channels or Leave types.
• A plugin can add a settings screen of its own to the list.

Who can open it

Roles are set under Organisation → Roles; see Roles and permissions.

Every settings screen

In the order the list shows them out of the box:

Six of the screens above — Company, Localization, Reminders, Activity log, Attendance & leave and Search engines — are simple groups of settings that share one address, /admin/settings/{group}, and one Save (or Save changes) button that stores the whole group at once. The rest of this page covers them.

Company

Settings → Company is your company profile: the default company that every invoice, estimate, proposal, credit note and contract is issued by unless it names another (see Multiple companies). What you type here is printed on those documents and their PDFs, so it is worth getting right before you raise anything.

Choose a file and press Save changes; the new picture replaces the old one, which is deleted. A picture already uploaded is shown above its box. SVG and ICO files are refused on purpose: an SVG is a document that can carry a script, and a logo is not worth that risk.

Localization

Settings → Localization sets the workspace language and time zone, the date and time formats, the first day of the week, the weekend, and which languages staff and customers may choose. It is covered in full in Languages.

Reminders

Settings → Reminders switches on the reminders the product sends by itself. The check runs every hour; each reminder is sent once per record unless it is set to repeat. Every switch starts off.

• Send customer reminders from — the hour of the day, in the workspace's time zone, before which no customer reminder goes out.
• To customers: Tell a customer an invoice is due (days before), Chase an overdue invoice (days after, then again every so many days; 0 sends one notice and no more), Tell a customer an estimate is about to lapse and Chase a contract waiting for the customer's signature.
• To staff: Warn the account manager a contract is ending, Remind staff a task is due, Remind staff on the day a task is due, Tell staff a task is overdue, Send task deadline reminders to followers as well, and Send the weekly unbilled-time note (on the weekdays you tick, to each person about their own time or to the members of this workspace's staff you tick about everybody's).

What each reminder says is its email template, under Settings → Email templates. Anything more particular than these switches is a job for an automation. The whole screen, reminder by reminder, is in Reminders; they are sent by the scheduler.

Activity log

Passwords, API keys, gateway credentials and payment links are recorded as having changed, never as what they changed to. View the log opens it; see Activity.

Attendance & leave

Leave types and allowances opens Settings → Leave types. Attendance and leave themselves are in People.

Search engines

The public website itself is in Website.

Addresses on this page

For reference and for anyone scripting against the panel. Everything here needs somebody signed in to the workspace whose role allows it; anybody else is refused.