Settings & Administration
Configure your workspace — from organization details and team management to roles, permissions, integrations, and billing.
Settings Sections
| Section | Description |
|---|---|
| General Settings | Workspace name, timezone, defaults |
| Organization Profile | Company details, logo, address |
| Business Settings | Currency, tax, invoice numbering |
| Team Members | Manage your team |
| Invitations | Invite new members (single or bulk CSV) |
| Departments | Organize team by department |
| Roles & Permissions | Define access levels |
| Custom Fields | Add custom data fields to entities |
| Categories | Manage task, lead, and time categories |
| Integrations | Google Calendar, Meta Lead Ads, WhatsApp |
| Billing | Subscription plan and payment |
| Security | Sessions and password policies |
| Notification Settings | Control notification preferences |
Most settings require Admin or Owner role. Check your role permissions if you don’t see certain options.
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