Settings
How your workspace behaves, and who may do what.
Settings is where the decisions that shape everything else are made: your business details, your costing method, your team and their roles, and your billing. Most of it is set once during setup and revisited rarely — but the costing method and the roles are worth thinking about properly, because both are awkward to change once you have history.
- Team and roles, controlling what each person sees
- Costing method and finance defaults
- Per-module settings for inventory, returns, service, and rental
- Your subscription and billing
In this module
- General Settings
- Workspace-wide preferences.
- Project Details
- Your business name, currency, and identity.
- Inventory Settings
- Costing method, units, and stock defaults.
- Finance Settings
- Expense categories, accounts, and finance defaults.
- Return Settings
- How returns are handled and what they require.
- Team & Roles
- Who is on the team and what each role may do.
- Billing
- Your plan, invoices, and payment method.
- Help & Support
- Getting help and raising a ticket.
Guides that use this
- Invite your team and set permissionsGive people access to what they need and nothing else, and require sign-off where it matters.
- Set up your service catalog and staff rosterGet your offerings and technicians configured so a booking quotes correctly the first time.
- Configure your business details and billingGet the details on every invoice right, and know what you're paying for before it surprises you.
Can't find what you need?
Tell us what you were trying to do. We read every message, and the questions we get here are what decide which guide gets written next.