BusinessPre-alpha
Settings
Settings (/web/settings) is the hub for configuration — users, companies, security, and app-specific setup menus.
Who can access Settings
Users in the appropriate settings or system groups see the Settings entry in the top bar. Everyday sales users may not see all sections.
What you find here
- Shortcuts to installed apps
- Links into the Settings menu tree (users, companies, technical menus)
- App logs (administrators) — view structured application logs
Opening a settings item
Click a settings link. Most items open in the normal workspace with list/form views, same as business apps.
Common tasks
| Task | Where |
|---|---|
| Add a user | Users (under Settings) |
| Manage companies | Companies |
| Change profile photo | Users → open your user → Change → Adjust (crop wizard) |
| Configure taxes or COA | Invoicing → Configuration (after Account is installed) |
| CRM stages and teams | CRM → Configuration |
Profile photo
When editing a user record (including your own account):
- Click Change under the profile photo to upload a new image.
- A crop wizard opens so you can position and zoom the photo before saving.
- Click Adjust on an existing photo to re-crop without uploading again.
Photos appear as circles in forms and the top bar; kanban cards show the full photo without cropping.
Next steps
- Installing apps
- Invoicing — configuration section