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Settings Configuration

The Settings page allows you to manage your company information, account details, and business preferences. This guide covers all available settings.

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Accessing Settings

Navigate to Settings from the admin dashboard sidebar. The Settings tab is available to developers and managers (with limited access).

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Company Profile

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Basic Information

1

Open Company Settings

In the Settings tab, locate the “Company Information” section.
2

Update Company Name

Enter or update your company name. This will be displayed in:
  • Project listings
  • Invoices
  • Partner program
  • Email communications
3

Save Changes

Click “Save” to update your company information. Changes are applied immediately.

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Detailed Company Information

For complete company profile, you can configure:

Contact Information

  • Company name
  • Email address
  • Phone number
  • Physical address

Business Details

  • Tax ID/VAT number
  • Bank information
  • IBAN (for invoicing)
  • Currency preference
  • VAT payer status

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Account Settings

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User Profile

Manage your personal account information:
  • Email Address: Your login email (cannot be changed)
  • Password: Update your password for security
  • Language Preference: Set your default interface language
  • Notification Settings: Configure email notifications

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Security

Keep your account secure:
  • Use a strong, unique password
  • Enable two-factor authentication if available
  • Don’t share your login credentials
  • Log out when using shared devices

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Subscription Management

View and manage your subscription from the Settings tab:
  • Current Plan: See your active subscription details
  • Plan Features: View included features for your plan
  • Billing History: Access invoices and payment records
  • Upgrade/Downgrade: Change your plan as needed
Subscription management is available in a dedicated Subscription tab. See Subscription Management for details.

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Manager Accounts

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Adding Managers

1

Navigate to Manager Accounts

In Settings, go to the “Manager Accounts” section.
2

Add New Manager

Click “Add Manager” and enter:
  • Manager email address
  • Manager name
  • Assign to workspace (optional)
3

Configure Access

Set project access permissions:
  • All projects
  • Specific projects
  • Project groups
4

Send Invitation

Click “Invite” to send an invitation email to the manager.

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Managing Existing Managers

For existing managers, you can:
  • Edit access permissions
  • Reassign to different workspaces
  • Remove manager access
  • View manager activity
Removing a manager will revoke all their access immediately. They will lose access to all assigned projects and leads.

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Theme and Branding

Customize the appearance of your admin panel:

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Color Scheme

  • Primary Color: Main brand color
  • Background: Panel background color
  • Accent Colors: Secondary colors for highlights

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Logo Settings

  • Upload company logo
  • Set logo for light/dark themes
  • Configure logo size and position
Branding customization is available for developers only. Managers cannot modify branding settings.

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Currency Settings

Set your default currency for:
  • Project pricing
  • Subscription billing
  • Invoice generation
  • Partner payouts
Supported currencies include:
  • USD (US Dollar)
  • EUR (Euro)
  • GEL (Georgian Lari)
  • RUB (Russian Ruble)
  • And more

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Notification Preferences

Configure how you receive notifications:
  • Email Notifications: Receive updates via email
  • Lead Alerts: Get notified of new leads
  • Project Updates: Notification when projects are modified
  • Subscription Reminders: Payment and renewal reminders

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Data Export

Export your data for backup or analysis:
  • Projects: Export project data as JSON or CSV
  • Leads: Export lead information with filters
  • Invoices: Download invoice PDFs
  • Statistics: Export analytics data

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Privacy and Security

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Data Privacy

Gridix respects your data privacy:
  • All data is encrypted in transit
  • Secure storage with regular backups
  • GDPR compliance
  • Data retention policies

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Account Security

Security features:
  • Encrypted password storage
  • Secure authentication
  • Session management
  • Activity logging

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Troubleshooting Settings

  • Ensure you clicked “Save” button
  • Check for validation errors (red highlights)
  • Refresh the page and try again
  • Clear browser cache if issues persist
  • Verify your user role (developer vs manager)
  • Check workspace permissions
  • Contact support if you believe you should have access
  • Check spam/junk folder
  • Verify email address is correct
  • Resend invitation from manager accounts section
  • Contact support if issue continues

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Best Practices

Keep information updated: Regularly review and update your company information to ensure accuracy in invoices and communications.
Manage team access: Regularly review manager accounts and remove access for team members who no longer need it.
Backup important data: Use export features to keep backups of critical project and lead data.

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Next Steps