Settings
Business profile, team, roles, templates, approvals, and integrations.
Settings controls your company identity, accounting rules, team access, document appearance, and business-wide feature toggles. Configure these before creating documents. Opening Settings lands on the Business profile; the rail on the left groups everything your role is allowed to change.
Company
What your business is and how it operates, then its legal identity, brand and addresses.
Team
Add users, set their modules, permissions and centers; build custom roles.
Finance & controls
Fiscal year, accounting method, payment methods, transaction timing.
Documents & workflows
Approval levels per document type, and how every document prints.
Security & controls
The activity log, and the tills and till staff of a point-of-sale business.
Connected apps
Data sources you authorise, connections you build, and credentials for your own systems.
Personal
Your own name, contact details, photo and password — the one Settings page every role reaches.