Find your way around Settings
Settings (avatar menu → Settings) is grouped by what you're setting up. Here is every section, what it controls, and the settings that live elsewhere.
Where it is
- Settings — Avatar menu (top right) → Settings
- Integrations — Every connection: Xero, Stripe, Shopify, SMS, email, freight, API
Settings for this
- Settings → Team — Edit, deactivate or delete staff
- Settings → Roles — What each role can see and do
- Settings → Modules & flow — Workshop on or off; what an accepted quote becomes
Open Settings from the avatar menu (top right). The left-hand menu is grouped by what you're setting up. Most pages need View settings to open and Edit settings to change.
Get started
- Setup checklist: the steps to get going. See Getting started.
Your business
- Business details: name, ABN, contact, address, timezone, tax rate, vehicle catalogue.
- Branding: logo and brand colour. See Business details and branding.
- Quotes & invoices: numbering, terms, bank details, card surcharge, invoice reminders, statements, pricing floor, quote approval. See Quote and invoice settings.
- Currencies: exchange rates for buying in other currencies. See Currencies.
- Billing & plan: your plan, add-ons and card. See Billing & plan.
Your team
- Team, Invites and Departments. See Invite your team.
- Roles: the permission grid. See Roles and permissions.
- Approvals: every approval, its limit and who approves it. See Approval settings; the waiting items are in the Approvals inbox.
- Home layouts: the Home page each role starts with. See Home.
How you work
- Modules & flow. See Modules & flow.
- Workshop (while Workshop is on): bays, technicians, work centres, trading hours, checklists, labels, job types and Labour & pace.
- Orders: response targets, who's on duty, order alerts, daily emails, orders that move themselves, customer order updates.
- Purchasing: supplier payment reminders and Receiving controls (PO approval threshold, over-receipt tolerance).
- Shipping & freight: where goods ship from, markup and your own rate tables.
- Notifications: push notifications. See Notifications.
- Custom fields: extra fields on records. See Custom fields.
- AI usage: switch AI on or off and cap the monthly spend. See AI usage.
Customer-facing
- Your domain: send email and customer links from your own web address.
- Customer portal: what customers see when they sign in. See Customer portal.
- Dealer portal opens Dealer Portal → Setup. See Dealer portal setup.
- Website chat: the chat bubble on your website and your opening hours.
Connections
- Integrations opens the Integrations hub. See Integrations.
Franchise network (head office only)
- Network: franchises, pricing, terms, freight and order notifications. See Franchise head office.
Account
- Security: change your password and set up two-step sign-in. See Security and two-step sign-in.
- Audit log. See Audit log.
- Support access. See Support access.
- What's new: every release, newest first, with Show me how, Read the guide and Open it.
Settings that live outside Settings
Many areas keep their own settings next to the work:
- Integrations: Xero, QuickBooks, Stripe, Shopify, SMS and phone, Facebook & Instagram, Gmail, freight carriers, supplier feeds, API and sync rules.
- Dealer Portal → Setup: theme, storefront, pricing tiers, ordering rules.
- Marketing: flows, forms, website and sender settings.
- Reporting → Scheduled: email digests and threshold alerts.
- Inventory → Price Lists, Inventory → Warehouse (bins and pick rules) and Cycle Counts (the count approval limit).
- Workshop → Canned Jobs and Inspections templates.
- People → Hours & overtime.
- Per product (on the product page), per customer (on the contact or company) and per supplier.
Who can change what
Financial visibility is role-gated: cost, margin, labour-rate and revenue figures only show to roles with the Financials permissions, so technicians see the work, not the money. Owners and admins always have full access. See Roles and permissions.