What this guide covers
Who can access Settings
| Tab | Typical access |
|---|---|
| General | View/edit business settings permission |
| Roles | Owner or Admin only |
| Members | Owner or Admin only |
| Teams | Business settings view |
| Business Profiles | Business settings view |
| Addresses | Business settings view |
| Audit Log | Audit log permission (when enabled) |
Users without business settings access are redirected away from /app/settings.
Settings tabs at a glance
- General — timezone, record numbering, inventory toggle, kiosk, work order defaults, logo
- Roles — custom roles and permission levels (see Roles and permissions overview)
- Members — invite staff, assign roles and business profiles, deactivate members
- Teams — team rosters, leads, shift scopes, default notification routing
- Business Profiles — legal/operating entities, currency, timezone per profile
- Addresses — reusable address records linked to profiles or client locations
Related configuration elsewhere
Some “settings-like” features live on other pages by design:
| Topic | Where to configure |
|---|---|
| Product/service categories | Products & Services → Categories tab |
| Estimate terms & payment terms | Estimates → Terms / Payment Terms tabs |
| Work order templates | Work Orders → Templates |
| Tax rates, expense categories, payroll | Accounting (see Accounting settings overview) |