Settings Module

The Settings module provides centralized configuration for all system settings including company information, users, security, integrations, and customization options.

Overview

The Settings module enables you to:

• Configure company settings
• Manage users and roles
• Set security policies
• Configure integrations
• Customize the system
• Manage email settings

Key Features

⚙️ General Settings

Configure company information, regional settings, and system defaults. Learn more →

👥 User Management

Create and manage user accounts, profiles, and access. Learn more →

🔐 Roles & Permissions

Define roles and control access to features and data. Learn more →

🛡️ Security Settings

Configure authentication, password policies, and security options. Learn more →

🔗 Integrations

Connect with external services, APIs, and third-party applications. Learn more →

📧 Email Configuration

Set up email servers, templates, and notification settings. Learn more →

🎨 Customization

Customize fields, layouts, and branding to match your needs. Learn more →

Settings Overview

Settings Categories

Category	Description
General	Company, regional, defaults
Users	User accounts
Roles	Permissions
Security	Authentication, policies
Integrations	External connections
Email	Mail configuration
Customization	Custom fields, branding

Getting Started

Initial Configuration

1. Company Setup

   • Enter company details
   • Set regional options
   • Configure defaults

2. User Setup

   • Create admin users
   • Define roles
   • Assign permissions

3. Security Configuration

   • Set password policies
   • Enable 2FA (optional)
   • Configure sessions

Quick Navigation

Task	Location
Edit company info	Settings → General → Company
Add new user	Settings → Users → New User
Create role	Settings → Roles → New Role
Configure email	Settings → Email

Settings Hierarchy

Configuration Levels

System Defaults
    ↓
Company Settings
    ↓
Department Settings
    ↓
User Preferences

Override Rules

• Lower levels override higher
• User preferences are final
• Some settings are system-only
• Admin can restrict overrides

Common Settings

Company Information

Setting	Description
Company Name	Organization name
Address	Physical location
Phone	Contact number
Email	Main email
Website	Company URL
Logo	Brand logo

Regional Settings

Setting	Options
Timezone	Local timezone
Date Format	DD/MM/YYYY, MM/DD/YYYY
Currency	Default currency
Language	Interface language
Number Format	Decimal, thousands

System Defaults

Setting	Purpose
Fiscal Year	Financial year start
Work Week	Business days
Business Hours	Operating hours
Default Country	Primary country

Dashboard Overview

The Settings Dashboard displays:

• Recent Changes - Configuration updates
• User Statistics - Active users
• Security Status - Security health
• Integration Status - Connection health
• System Health - Performance metrics

Best Practices

⚙️ Configuration

• Document changes
• Test before production
• Regular review
• Change control

👥 Users

• Least privilege principle
• Regular access review
• Prompt deactivation
• Strong authentication

🔐 Security

• Strong passwords
• Enable 2FA
• Monitor access
• Regular audits

📋 Documentation

• Keep records
• Change logs
• User guides
• Compliance docs

Access Control

Who Can Access Settings

Role	Access Level
System Admin	All settings
Company Admin	Company settings
Module Admin	Module settings
User	Personal preferences

Restricted Settings

Some settings require:

• Super admin access
• Additional authentication
• Change approval
• Audit logging

Troubleshooting

Common Issues

Cannot access settings

• Check user permissions
• Verify role assignment
• Review access logs
• Contact administrator

Setting not saving

• Check required fields
• Verify valid values
• Review error message
• Check connectivity

Changes not applying

• Clear cache
• Refresh browser
• Check effective date
• Verify no override

Module Documentation

Explore detailed guides for each settings area in the sections below.