How Settings is organised and where each page is explained.

Set your company details, logos, brand colour and the links you share with clients and your team.

Set ticket response times, turn on ticket ratings and manage ticket statuses.

Choose the initial client status, set account status colours and protect sign-in with reCAPTCHA and client two-factor.

Create the tags, service categories, departments, designations and remote statuses you use to group work and people.

Edit the 20 emails your workspace sends, add shortcodes, and turn emails on or off.

Choose which alerts reach your bell and desktop, and whether clients get invoice emails.

Save the answers you send most often for clients and your team.

Set business hours, an auto-reply for messages outside them, and a signature for your messages.

See who changed what in your workspace, choose how long entries are kept, and find the history of a record.

Every email your workspace sent, why one failed, resending, and how long entries are kept.