Settings
Settings is where the workspace is shaped to fit your company. Organization holds the company profile, departments, and branches your records hang off, and Permissions decides who can open which app and what they can do inside it. Security covers two-factor authentication, password rules, and the sessions currently open, while Profile and Preferences let each person set their own details, theme, time zone, and formats. Billing shows your plan, your usage against it, and every invoice we've issued.
Powerful modules, built for teams
Each module is designed to be composable: pick what you need, scale as you grow, and integrate with your existing workflows. Below you'll find an expanded view of every module, quick stats, integrations, and a short FAQ to help your evaluation.
(1) Profile
Your own account — the details other people see, how you sign in, and what you get notified about.
Personal Details
Profile Photo
Contact Information
Password & Sign-in
Notification Preferences
Activity Log
Add your photo and contact details, then choose which notifications reach you and how.
(2) Security
How accounts are protected — two-factor authentication, password rules, and the sessions currently open.
Two-factor Authentication
Password Policy
Active Sessions
Device Management
Login Alerts
Audit Trail
Turn on two-factor authentication, set your password policy, then review the sessions and devices currently signed in.
(3) Preferences
How the workspace looks and behaves — theme, language, formats, and the fields you've added yourself.
Appearance & Theme
Language
Time Zone & Date Format
Currency & Number Format
Notification Channels
Custom Fields
Set your time zone, currency, and date format first — every document and report follows them.
(4) Organization
The company itself — its profile, departments, branches, and the people who belong to each.
Company Profile
Departments
Branches & Locations
Multiple Organizations
Team Members
Roles & Designations
Complete the company profile, add your departments and branches, then invite team members into each.
(5) Permissions
Who can open which app, and what they can do once they're in it.
Role-based Access
App-level Access
Action-level Access
Permission Templates
Group Inheritance
Change History
Start from a permission template for each role, then adjust app and action access where a role differs.
(6) Billing
Your plan, what you're using against it, and every invoice we've issued you.
Current Plan
Plan Upgrade
Usage & Limits
Payment Method
Invoices & Receipts
Billing Contacts
Review your current plan and usage, add a payment method, and set who receives the billing emails.
Integrations & exports
Our system seamlessly integrates with a wide range of third-party applications, enabling smooth data exchange across platforms. Whether it’s syncing with accounting software, CRMs, or analytics tools, integrations help streamline workflows and improve productivity.
Google Work Space
Google Drive
One Drive
Frequently asked
Can we control which apps a role can open?
Yes. Permissions works at both app and action level, so a role can be given a module read-only or full access to just part of it.
Can we turn on two-factor authentication for everyone?
Yes. Enforce it for the whole organization from Security, alongside your password policy and session rules.
Can one account belong to more than one organization?
Yes. You can switch between the organizations you've been added to, and each one keeps its own data and permissions.
Where do we set currency and date format?
In Preferences. Set your time zone, currency, and number and date formats, and every document and report follows them.
Can we add fields the standard forms don't have?
Yes. Custom fields let you capture the extra details your business needs on the records that matter.
Who can see our active sessions and devices?
Administrators can review and sign out active sessions and devices for the organization from Security.