Settings
Configure your company profile, email preferences, and role permissions. Only Admin users can access Settings.
Company information
Go to Settings → Company to set up your organisation's details. These appear on all invoices and PDFs.
| Field | Description |
|---|---|
| Company Name | Your trading or registered business name. Printed on all invoices. |
| ABN / Tax ID | Your business registration or tax number. |
| Address | Your registered business address. Appears on invoice headers. |
| Phone / Email | Business contact details on outgoing invoices and emails. |
| Logo | Upload your company logo (PNG or JPG, recommended 300×100px). Appears on invoices and the tenant portal header. |
| Invoice Prefix | Prefix for invoice numbers, e.g. "INV-" produces INV-0001, INV-0002. |
| Default Payment Terms | Default due date offset for new invoices (e.g. Net 30 = due 30 days after invoice date). |
| Currency | Your billing currency. Shown on all invoices. |
| Timezone | All dates and times in the system use this timezone. |
Email settings
Go to Settings → Email to configure how system emails are sent.
| Field | Description |
|---|---|
| From Name | The name that appears in the "From" field of outgoing emails. |
| From Email | The reply-to email address for customer emails. |
| SMTP Host | Your mail server hostname (leave blank to use the system default mailer). |
| SMTP Port | Typically 587 (TLS) or 465 (SSL). |
| SMTP Username / Password | Credentials for your outgoing mail server. |
Role permissions
Go to Settings → Roles to view and edit what each role can access. Each permission controls one area of the system.
Permissions include: Orders, Shipments, Loads, Contacts, Carriers, Locations, Invoices, Documents, Reports, Users, and Settings. Toggle each on or off per role. Changes take effect immediately for all users in that role.
Users
User management (inviting, editing, and deactivating users) is done in Settings → Users. See the Users & Roles documentation for full instructions.