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The Settings page lets you manage your company information, account security, notifications, and data. Access it from the sidebar in the admin dashboard.

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Company Profile

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Company Information

Configure your company details used in invoices, partner program, and communications:
  • Company name
  • Email address
  • Phone number
  • Physical address
  • Tax ID / VAT number
  • Bank details (bank name, IBAN)
  • Billing currency
  • VAT payer status
Screenshot: Company settings form — all fields visible

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Currency Settings

Set your default currency for project pricing, invoices, and partner payouts. Supported currencies include USD, EUR, GEL, and others.

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Account Security

Manage your personal account:
  • Password — update your login password
  • Language preference — set default interface language
  • Session management — active sessions and logout
Use a strong, unique password and don’t share login credentials. Log out when using shared devices.

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Notifications

Configure how you receive alerts about new leads, tasks, and system updates. Channels:
  • Email notifications
  • Push notifications (browser)
  • Telegram notifications (requires username verification)
Events:
  • New lead created
  • Task due reminder
  • Payment received
  • System updates
See Notifications for detailed configuration.

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Manager Accounts

Add and manage team members from the Manager Accounts section within Settings. See Managing Team Members for details.

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Data & Export

Export your data for backup or analysis:
  • Projects — export as JSON or CSV
  • Leads — export with filters applied
  • Invoices — download as PDF
  • Contracts — manage digital signatures and agreements

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Troubleshooting

Ensure you clicked “Save”. Check for validation errors (red highlights). Refresh the page and try again.
Verify your role — managers have limited settings access. Only developers can modify company settings, subscriptions, and team members.

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Next Steps