Settings
Everything that shapes the look, behavior, and security of your workspace — from the PDF footer to two-factor authentication.
#Company info
Settings → Company holds your legal and operational details. Anything you see on invoices and contracts by default comes from here.
| Field | Type | Description |
|---|---|---|
| name* | text | Legal or trading name of the organization. |
| website | url | Shown on PDFs and used in the portal header. |
| industry | dropdown | Rough industry tag for reporting. |
| legalStructure | dropdown | Pty Ltd, LLC, Sole Trader, etc. |
| address | address | Full address (line1 required, plus line2, city, state, country, postcode). |
| phone | tel | Published phone number. |
| logo | image | SVG or PNG. Used on PDFs and the portal header. |
| taxId | text | ABN, EIN, VAT number — shown on invoices and contracts. |
| registrationNumber | text | Company registration/ACN if distinct from tax ID. |
#PDF branding
Settings → Branding controls the look of every PDF you generate (invoices, contracts, signed documents):
| Field | Type | Description |
|---|---|---|
| logoUrl | image | PDF logo. Overrides the Company logo if set. |
| primaryColor | color | Used for headings and accents. |
| secondaryColor | color | Used for subheadings and table borders. |
| font | dropdown | Inter, Helvetica, Times, Arial, or Georgia. |
| footerText | textarea | Appears at the bottom of every PDF — good spot for ABN, registered address, support email. |
#Billing & tax
Settings → Billing & Tax sets workspace-wide defaults. Individual invoices can still override the tax rate and currency.
| Field | Type | Description |
|---|---|---|
| currency | dropdown | Default invoice currency (USD, EUR, GBP, CAD, AUD, JPY). |
| taxRate | number | Percentage applied by default on new invoices. |
| billingAddress | address | Used when a client billing address hasn’t been set. |
| taxId | text | Tax registration number printed on PDFs. |
#Number formats
Invoice and case numbering use a template with placeholders. Pick a format that matches your accounting conventions — it applies to every new record after you save.
{YYYY}— 4-digit year{YY}— 2-digit year{MM}— 2-digit month{####}— zero-padded counter (4 digits). Use more or fewer#for wider counters.
Examples: INV-{YYYY}-{####} → INV-2026-0142. CASE-{YY}{MM}-{###} → CASE-2604-018.
#Preferences
| Field | Type | Description |
|---|---|---|
| timezone | dropdown | UTC, Eastern, Central, Mountain, Pacific, London, Paris, Tokyo, Sydney. |
| dateFormat | dropdown | Affects how dates are rendered everywhere. |
| timeFormat | dropdown | 12-hour or 24-hour. |
| currencySymbol | text | Override the default symbol for your currency. |
#Your profile
Settings → Profile is your personal card — your name, photo, phone, job title, and email. Email changes require re-verification.
#Two-factor authentication
Enable 2FA from Settings → 2FA. You’ll see a QR code for an authenticator app and a set of backup codes. Save the backup codes before leaving the page — they’re only shown once.
Regenerate codes replaces the backup set. The old codes stop working immediately.
#Sessions & login history
Settings → Security shows two lists:
- Active sessions — every device currently signed in. Revoke any session you don’t recognise.
- Login history — recent login attempts with IP, browser, time, and result.