Settings and business parameters

Goal. Get to know the "Settings" screen and adjust the business identity, the deposit percentage, cloud storage, team security, data export and the encryption of earlier records.

Prerequisites. The Administrator role: the "Settings" entry only appears for administrators.

The "Settings" screen

The options are grouped in three blocks:

• "Your business": "Business parameters", "Services", "Contract", "Cases", "Message templates", "Email Designer" and "Agents".
• "Team & access": "Team", "Audit log", "Backups", "Companies", "License" and "Profile".
• "Connections": "Integrations".

Beside it, "Connected services" summarises the main connections, Google Drive, Stripe, Twilio WhatsApp and SMTP server (Resend), as "Connected" or "Disconnected", with "Configure" or "Connect".

Business parameters

"Business parameters" opens the screen of the same name.

Business identity

• "Business name": shown in the header, in client messages and in documents.
• The logo: click the initial, "Upload logo", and pick a PNG, JPG or WebP image up to 2 MB; it replaces the header initial and "Remove logo" brings the initial back.
• "Accent color": the color of buttons, links and highlights across the system; "Use the default color" resets it.
• "Business time zone": the local time the AI assistant uses to interpret "tomorrow" or "this Tuesday" and to book appointments.
• "Save identity" confirms with "Business identity updated".

General settings

• "Default deposit %": the initial percentage required to open a case and the one "Create deposit (N%)" uses on the case page.
• "Document storage" › "Cloud root folder": the Google Drive or OneDrive path inside which the folders of new case files are created.
• "Team security" › "Require two-step verification (2FA)": with the box checked, nobody on the team enters the CRM without a code from their authenticator app; each person sets it up in their profile or at sign-in.
• "Save settings" confirms with "Settings saved"; "Discard changes" returns to the saved values.

Export my data

The data belongs to the company and downloads as CSV, readable in Excel or Google Sheets: "Clients", "Cases" and "Payments", each with its own button.

Encrypt earlier records

Encryption of sensitive data applies when saving, so anything written before it existed may still be in plain text. "Check how much is left" reports "N records are still in plain text." or "Nothing is left in plain text."; "Encrypt now" encrypts them and confirms with "Done: N records encrypted.".

Troubleshooting

• "Settings" is missing from the menu. Your role is not Administrator.
• "Invalid image (PNG/JPG/WebP, max 2 MB)." Reduce the logo size or change its format.
• The accent color does not change everywhere. Reload the page after "Save identity".
• A member cannot sign in after requiring 2FA. They must set up two-step verification at their first sign-in; the detail is in "Your profile and two-step verification" of the "Getting started" category.