Settings and organisation
What this feature does
Section titled “What this feature does”Settings is where employer teams maintain the organisation foundation behind the live workflows: personal preferences, employer details, users, roles, planning configuration, notifications, billing, invoices, import results, branches, and finance-related setup.
When to use it
Section titled “When to use it”Use Settings when you need to:
- update personal preferences
- maintain employer profile or payroll-related company settings
- manage bank accounts, contacts, payment types, or notification defaults
- add users or review role permissions
- configure planning rules and reusable planning data
- review billing, invoices, import results, or finance/data settings
How the area is grouped
Section titled “How the area is grouped”The live settings shell is organised into:
- Personal settings
- Organisation
- Planning
- Finance & data
- Make settings changes deliberately and communicate them, because they often affect how day-to-day modules behave.
- Review roles and payroll access before troubleshooting missing pages.
- Use planning settings to control rules and warnings instead of trying to work around them manually on the planning board.