Settings
You open Settings from the avatar and edit personal data, the company, reviews and related tabs.
What Settings is for
Agency users keep language, password, company address and review defaults in one place. Some tabs appear only when they apply to your company.
Where to find it
Open the avatar at the bottom of the sidebar and click Settings. The dialog title is Settings. Click Save to store changes.
How it works
-
Open the modal
Use the avatar menu, then Settings. The left column lists the tabs you may open. -
Edit a tab
Change the fields, then click Save. Delete account on Personal leaves the modal and opens offboarding.
Tabs
| Tab | When it appears | What you set |
|---|---|---|
| Personal | Always | Language, Timezone, password (at least 8 characters), Mobile Number (stored as + and digits), profile image. Delete account opens offboarding. |
| Company | You belong to a company | Name, Website, Country, Street / House number, ZIP, City. Enable project co-owners needs Pro. Offer the "Create default project" option when creating a client is optional. |
| Menu | You work in another company’s theme | Whether to use that company’s menu items, or pick your own visible items. |
| Client Fields | The company has clients | Company-wide client fields. This tab needs Pro. See Client fields. |
| Reviews | The company has clients | Reminder and auto-close for tasks that stay in review. Defaults are 5 days until reminder and 10 days until auto-close. |
| Time Planning | The company uses time planning | Clients have access to time planning. |
Reviews defaults
On Reviews enable automatic close, then set Days until review reminder and Days until auto-close. Auto-close must be greater than the reminder. Empty values use 5 and 10 when you turn the option on.
Permissions and plans
Enable project co-owners and Client Fields need Pro. Without Pro, those blocks show an upgrade hint. Notifications: Notifications. Login details: Security and login.
If the company has an active paid subscription, the Settings footer also has Cancel subscription. See Cancellation.
Troubleshooting
A tab is missing
Company needs a company. Client Fields and Reviews need at least one client. Menu needs another company’s theme. Time Planning needs time planning on the company.
Enable project co-owners is locked
The company is not on Pro. Upgrade, then turn the checkbox on. See Roles and access.
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