Settings

The Settings area is where you configure your profile, team, branding, security, and platform-wide preferences. Access it by clicking Settings in the sidebar.

General

User Profile

Manage your personal account information.

1. Navigate to Settings > General.
2. Edit your display name, email, or avatar.
3. Click Save Changes.

Your display name appears in the audit log, ticket responses, and team member lists, so keep it professional and recognizable.

Branding

Logo Upload

Customize the platform appearance with your organization's branding.

1. Navigate to Settings > Branding.
2. Click Upload Logo in the logo section.
3. Select an image file (PNG or SVG, recommended size: 200x50px).
4. Preview the logo in the header.
5. Click Save.

The logo appears in the sidebar header, email templates, and customer-facing invoices.

Email Appearance

Customize how outbound emails look to your customers.

1. Navigate to Settings > Branding (or Email Branding in the sidebar).
2. Configure:
   • Header logo
   • Brand colors (primary, secondary)
   • Footer text and links
3. Preview the email template.
4. Click Save.

Changes apply to all future outbound emails (invoices, notifications, support replies).

Tenant Settings

Currency

1. Navigate to Settings > Tenant.
2. Select your preferred currency from the dropdown.
3. Click Save.

The currency setting affects how prices are displayed across the platform and on customer invoices. Changing the currency does not convert existing prices -- you will need to update product pricing manually.

Timezone

1. Navigate to Settings > Tenant.
2. Select your timezone.
3. Click Save.

The timezone affects:

• Timestamps displayed in the interface
• SLA calculations for support tickets
• Scheduled report generation
• Invoice due date calculations

Team Members

See User Management for detailed instructions on:

• Inviting new team members
• Assigning and changing roles
• Removing team members

Security

Two-Factor Authentication (2FA)

1. Navigate to Settings > Security.
2. Click Enable Two-Factor Authentication.
3. Follow the setup wizard (scan QR code, verify with TOTP code).
4. Store backup codes securely.

See User Management for the full 2FA setup procedure.

Password

1. Navigate to Settings > Security.
2. Click Change Password.
3. Enter your current password, then enter and confirm the new one.
4. Click Update Password.

Sessions

View and manage your active login sessions.

1. Navigate to Settings > Security.
2. The active sessions list shows each session with:
   • Device type and browser
   • IP address
   • Last active timestamp
3. Click Terminate next to any session you do not recognize.

API Keys

Manage API keys for external integrations.

1. Navigate to Settings > API Keys.
2. View existing keys with their names, creation dates, and last-used timestamps.
3. Create new keys or revoke existing ones.

See User Management for detailed API key management instructions.

Notification Preferences

Configure which events trigger notifications and how they are delivered.

1. Navigate to Settings > Notifications.
2. Toggle notifications for each event category:

3. For each category, choose delivery method: In-App, Email, or Both.
4. Click Save Preferences.

Email Templates

Customize the content of automated emails sent to customers.

1. Navigate to Email Templates in the sidebar (or Settings > Email Templates).
2. Select a template to edit:
   • Welcome email
   • Order confirmation
   • Invoice sent
   • Payment received
   • Password reset
   • Support ticket updates
3. Edit the subject line and body content.
4. Use the available template variables (e.g., \{\{customer_name\}\}, \{\{order_id\}\}, \{\{amount\}\}).
5. Preview the rendered email.
6. Click Save Template.

Tip: Always preview templates after editing to verify that variables render correctly and the layout looks professional.

Email Branding

Separate from individual templates, email branding controls the visual wrapper around all outbound emails.

1. Navigate to Email Branding in the sidebar.
2. Configure the header (logo, background color).
3. Configure the footer (company address, social links, unsubscribe text).
4. Preview with a sample email.
5. Click Save.

DNS Zone Management

Manage DNS zones for customer domains and platform services.

1. Navigate to DNS in the sidebar.
2. View existing DNS zones and their records.
3. To add a new zone:
   • Click Add Zone.
   • Enter the domain name.
   • Configure the required DNS records (A, AAAA, CNAME, MX, TXT).
   • Click Save.
4. To edit an existing zone, click the zone name and modify records as needed.

Compliance Settings

GDPR

Configure data protection and privacy settings.

1. Navigate to Settings > Compliance.
2. Review and configure:
   • Data retention periods
   • Consent management settings
   • Privacy policy URL
   • Data processing agreement (DPA) link

Data Export

For GDPR data subject access requests:

1. Navigate to Settings > Compliance > Data Export.
2. Enter the customer email or tenant ID.
3. Click Generate Export.
4. The system compiles all data associated with that customer.
5. Download the export package when ready.

Note: Data exports may take several minutes for customers with extensive history.

Roles Management

Create and manage custom roles beyond the default four (Admin, Manager, Support, Billing).

1. Navigate to Settings > Roles.
2. View existing roles and their permission sets.
3. To create a custom role:
   • Click Add Role.
   • Enter a role name and description.
   • Toggle permissions for each platform area (view, create, edit, delete).
   • Click Save Role.
4. Assign the new role to team members from the Team Members page.

Danger Zone

Critical, irreversible actions are isolated in the Danger Zone at the bottom of the Settings page.

Delete Workspace

Permanently deletes the entire workspace and all associated data.

1. Scroll to the bottom of Settings.
2. Click Delete Workspace in the Danger Zone section.
3. Type the workspace name to confirm.
4. Enter your password.
5. Click Permanently Delete.

Warning: This action is irreversible. All data -- customers, orders, invoices, products, tickets, and configurations -- will be permanently deleted. Ensure you have exported all necessary data before proceeding. This action requires Admin role.

Related Guides

• Getting Started -- Theme and language preferences
• User Management -- Team members, roles, API keys, and security
• Billing & Invoices -- Currency settings and invoice configuration
• Reporting & Dashboard -- Notification preferences for alerts