Settings

The Settings section lets you configure your workspace, manage companies, invite team members, and set up services.

Only workspace administrators see the Workspace, Tools, and Statistics tabs in Settings. Other members see Profile (and Desktop App when using the desktop client).

Workspace Modules

Admins can choose which sections of the platform are visible to all workspace users. Disabling a module hides it from the sidebar for everyone.

Available modules

Module	Sections included
Main	Dashboard, Cash Flow, AI Tasker
Commercial	Contacts, Clients, Ideas, Offers, Activities, Customer Orders
Events	Events
Planning	Projects, Tasks
Operations	Timesheet
Products & Warehouse	Products, Stock Alerts, Purchase Orders, Warehouse
Revenue	Recurring Fees, Invoices, Commissions, Collections
Payments	Suppliers, Passive Invoices, Payments

What you can do

• Enable a module - Makes the section visible to all workspace users (requires confirmation)
• Disable a module - Hides the section from all workspace users (requires confirmation)

warning

Enabling or disabling a module affects all users in the workspace immediately. A page reload is required for the change to take effect.

Role preview (workspace admins)

Workspace admins can preview the app as another role (Sales, PM, Developer, or Accounting) from Settings → Workspace. This helps verify permissions without switching accounts. While preview is active, a yellow bar appears under the top header showing which role you are previewing as, with a button to end the preview. On the Settings page, an additional amber notice (same style) explains that admin-only tabs and sections stay visible because your account is still an administrator. The server applies the same rules as the previewed role (including company access tied to your admin membership).

Companies

Manage the billing entities in your workspace. Each company has its own:

• Legal information - Name, VAT number, tax code, address
• Bank accounts - IBAN and bank details for EUR, CHF, and USD
• Logo and branding - Company logo and primary color
• Sequential numbers - Auto-incrementing numbers for invoices, offers, projects, and orders

What you can do

• Add a company - Set up a new billing entity in your workspace
• Edit a company - Update legal information, bank details, or branding
• Delete a company - Remove a company (only if no associated data exists)

Team Members

Manage who has access to your workspace and what they can do. Only admins can access this section.

What you can do

• Invite a member - Send an invitation email; the recipient must accept the invitation before joining the workspace
• Change roles - Assign roles to control permissions (Admin, Sales, PM, Developer, Accounting)
• Set a manager - Assign a manager to each member (defaults to the workspace owner for new members)
• Manage company access - Control which companies a member can see
• Remove a member - Revoke workspace access while preserving all associated data (tasks, time logs, comments, etc.)

info

Admins cannot change their own role, company access, or remove themselves from the workspace. They can only update their own manager assignment.

Invitation flow

1. Admin invites a user by email from the Team Members page
2. The invited user receives an email with an invitation link
3. The invitation appears as "Pending" in the team list
4. The invited user can accept or decline from the link or from the workspace selection screen
5. On acceptance, the user joins the workspace with the assigned role and the workspace owner as default manager

Roles

Each role controls what a member can see and do across the platform. The table below shows the access level for each area.

Legend: ✅ Full (view + create + edit + delete) · ✏️ Edit (view + create + edit, no delete) · 👁 View only · — No access

Area	Admin	Sales	PM	Developer	Accounting
— Workspace —
Settings & Members	✅	—	—	—	—
Companies	✅	👁	👁	👁	👁
API Keys	✅	—	—	—	—
— Commercial —
Clients	✅	✅	✅	👁	✅
Contacts	✅	✅	✅	—	—
Ideas	✅	✏️	✏️	👁	—
Offers	✅	✏️	✏️	—	—
Services	✅	✏️	✏️	—	—
Activities	✅	✏️	—	—	—
Customer Orders	✅	✏️	—	—	✏️
— Operations —
Projects	✅	✏️	✏️	👁	👁
Tasks	✅	👁	✅	✅	👁
Timesheet	✅	—	✅	✅	—
Appointments	✅	✏️	✏️	✏️	✏️
Events	✅	✏️	✏️	—	—
— Finance —
Invoices	✅	—	—	—	✏️
Recurring Fees	✅	—	—	—	✏️
Passive Invoices	✅	—	—	—	✏️
Cash Flow	✅	—	—	—	✏️
Purchase Orders	✅	—	—	—	✏️
Suppliers	✅	—	—	—	✏️
— Catalog —
Products	✅	✏️	👁	—	👁
Categories	✅	—	—	—	—
— System —
AI Tasks	✅	—	—	—	—

info

The Admin is the only role that can delete most entities and manage workspace settings, members, and roles. For all other roles, deletion is restricted to admins.

tip

You can click the Role Permissions button on the Team Members page to view this table directly inside the app, with the currently selected role highlighted.

Services

Manage your service catalog with hourly rates used in offers and projects.

What you can do

• Add a service - Define a service with name and hourly rate
• Edit a service - Update name or rate
• Delete a service - Remove unused services

Categories

Organize products and activities into categories.

What you can do

• Add a category - Create a category for products or activities
• Edit a category - Update the category name
• Delete a category - Remove empty categories

Gmail Connection

Connect your Gmail account to enable automatic email-to-task matching. See the dedicated Gmail Integration guide for full details.

What you can do

• Connect Gmail - Link your Google account (read-only access)
• Disconnect Gmail - Revoke access and remove stored credentials

info

Google Calendar is managed separately from the Calendar page settings, not from here. Gmail and Google Calendar connections are independent.

Desktop App

When using the desktop application, a Desktop App tab appears in Settings with options for the menu bar icon and launch at login. See the Desktop App guide for full details.

tip

Set up your companies and invite your team before entering business data. This ensures everything is properly organized from the start.