Overview

Use Settings to manage company, inventory, and admin controls.

Last updated:

Settings contains account settings, billing controls, custom insight rules, inventory policy, and admin governance controls.

Areas in Settings

  • Home: company profile, plan, and billing details
  • Custom insights: custom threshold rules with persisted state and findings
  • Inventory policies: SKU and barcode defaults for stock operations
  • Admin: users, roles, and events
  • Help & onboarding: quick links to Welcome and Getting started

Common actions

Home

  • Update company/profile details
  • Review current plan and billing status
  • Change the free-trial plan before billing starts
  • Open Stripe billing once paid billing is active

Personal preferences such as Theme and Appearance are changed from the user profile menu. Control Centre channel visibility stays in the Control Centre itself.

Custom insights

  • Create operational threshold rules for your business
  • Preview a rule before saving it
  • Pause, resume, or delete a custom rule

Inventory policies

  • Configure SKU and barcode defaults
  • Test policy impact before saving
  • Use stock-group overrides when required

Admin

  • Manage users and access
  • Create and maintain roles
  • Review admin/system events

Help & onboarding

  • Re-open the Welcome guide
  • Re-open Getting started guidance for setup/handover