A map of every settings page
Where to find every switch grouped by section.
Settings is where every workspace-wide switch lives. This is a map of what is in each section so you know where to look.
Brand identity
Logo, company name, brand colour, support email and phone, business address. Full details in Brand identity.
Workspace
Vertical (wholesale, agency, services, recruitment, portal-only), module toggles, visibility mode (rep-owned, shared, hybrid), and default pipeline stages.
Team
Actually lives under Management, not Settings. Invite team members, set roles and rep codes, deactivate leavers. See Invite your team.
Quote templates
Reusable line-item and terms bundles. See Quote templates.
Invoicing
Reminder cadence for overdue invoices, default payment terms, VAT settings.
Payments
Stripe Connect status, refund policy, and payment button copy.
Portal
Portal on/off, custom domain, homepage copy, category display, and the "add to your website" snippet.
Your from-address, sending domain verification, and transactional email templates.
Integrations
Outlook connection, Stripe (also under Payments), Slack notifications, and any custom webhooks.
Sign-off
Sign-off authority for below-margin quotes and services. See Sign-off authority.
Workflows
Trigger-action automations. See Automations and workflows.
Billing
Your Jeanus subscription, seat count, invoicing details for Pixel & Shovel, upgrade or downgrade.