Settings & users
13 articles.
- AI keys, login security and the app download
What the AI Provider Keys, Login Security, Import / Landed-Cost Mode, Job Note Types, AI Actions and Mobile App cards on Company Settings do, and who can change them.
- Audit trail
How to search and filter the audit trail to see who created, changed or deleted customers, jobs and quotes, on the web and on the phone.
- Brand settings
How to set up groups, brands and sub-brands, edit a brand's identity, see its suppliers, tune the brand voice for AI drafts, and use the split proof view.
- Company details, logo, bank details and branding
Where to set your company name, address, registration numbers, logo and bank transfer details, and how the Company Branding page controls what prints on contracts.
- Consignment labels, visit recordings and referrals
Three short settings pages: which goods get a consignment label, how long visit audio is kept and who can stop a recording, and your referral link and the businesses you referred.
- Integrations and QuickBooks
How to connect your own accounts on the Integrations page, manage a connection, tag it with a brand, and connect QuickBooks Online and set up how invoices are sent.
- Manage users and roles
How to add a team member, edit their details, change their role, reset a password, deactivate or reactivate them, give brand access and switch role permissions on the User Management screen.
- Owners and directors settings
The Owners / Directors page holds display switches, the cost-price visibility list, the company time zone and date format, and blind-copy addresses for quote and supplier order emails.
- Permissions and access rights
How to read and change what each role can do on the Permissions screen, make a one-person exception, and use the Access rights grid with role templates, per-user views, history and recovery contacts.
- Platform admin (IBIOS staff only)
What the Platform area contains for IBIOS staff: the tenant list, tenant detail, the waiting list and the referral ledger.
- Quote wording, defaults and company switches
A guide to the cards on the Company Settings page that control how new quotes start, the wording on quote documents and emails, and company-wide on/off switches.
- Recycle bin, redirects and merge history
How to bring back a deleted customer, job or quote, undo a customer merge, and stop an old link forwarding to a merged record.
- Workflows: switch automations on and off
How to see your automated workflows, switch each one on or off, and check what each one has done.