Settings
Configure company identity, branding, timezone, currency, lookup values, and module enablement with validated dependencies.
Last updated: August 2026
Administrators configure company identity, branding, timezone, currency, lookup values, and module enablement from the Settings workspace.
Configuration areas
- Company profile: legal name, contact details, and regional defaults
- Branding: logos and portal appearance when Customer Portal is enabled
- Catalog: Products, Plans, and commercial terms structure
- Lookups: disposition codes, sources, and other reference values
- Modules: enable or disable optional modules with dependency validation
Material configuration changes are audited. Module dependencies are enforced, for example, Payroll requires HR and Attendance to be active first.