Settings

The Settings module consists of three main sections to help you manage your organization:

• Company - Manage your organization's profile and configuration
• Users - Control team member access and invitations
• Permissions - Define roles and access control

Company Settings

Overview

View and update your company's information, including business details and API configurations.

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Check out our setup-guide for detailed instructions on creating your company profile.

Company Information

Your company profile displays:

• Company ID
• Company name
• Logo
• Registration number
• Email address
• Phone number

SQL Account Integration

Configure your SQL Account API access by setting up:

• Access key
• Secret key

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For more details on SQL Account configuration, see our Setup Guide.

Update Company Logo

Click on your current logo to upload a new one.

Editing Company Details

To update your company information:

1. Click the Update Company Details button

   

2. Modify any of the following fields:

   • Company name
   • Registration number
   • Email address
   • Phone number

3. Click Save to apply changes

   

Validation Required

You must provide valid email and phone number formats. Invalid entries will trigger a warning message.

Canceling Changes

If you click Cancel after making edits, you'll see a confirmation dialog. Click Continue to discard your changes.

Users Settings

Overview

Manage your team members, including viewing, editing, inviting, and removing users.

Active Users Table

The users table displays all team members with their name, ID (with copy function), email, phone number, assigned role, status, and removal action. Use the search bar to filter users by name, ID, email, or phone number. Your account always appears in the first row.

Column	Description
User Name & ID	Full name with copyable ID
Email	Contact email address
Phone Number	Contact phone number
Role	Assigned role in the system
Status	Active/Inactive status
Actions	Remove user button

Editing User Details

You can modify a user's role and status directly in the table.

1. Update the desired fields
2. Click the Save button
3. Confirm your changes in the dialog
4. Click Continue to apply (or Cancel to discard any unsaved modifications)

Removing Users

1. Click the Delete icon in the user's row
2. Type delete user in the confirmation dialog
3. Click Continue to remove the user

Inviting New Users

Step 1: Enter User Details

1. Click the Invite Users button
2. In the dialog, enter either:
   • Email address (press Enter after each email)
   • User ID
3. Click Batch Invite to add users to the invitation list

Finding User ID

User IDs appear in the users table. Ask the person you want to invite to copy their ID and send it to you.

Step 2: Assign Roles and Send

1. Select a role from the Role dropdown for each user
2. Click Send Invitation to send all invitations
3. Use Clear All to remove all pending invitations from the list

Step 3: Review Invitation Status

After sending, you'll see a status summary showing:

Status	Meaning
✅ Success	Invitation sent successfully
ℹ️ Exist	User already joined the company
❌ Failed	Invitation could not be sent

Managing Pending Invitations

Click Pending Invitations to switch to the pending list view.

• Shows invitations not yet accepted
• Includes a Revoke button for each invitation
• Invitations expire after 24 hours
• Expired invitations must be resent

Accepting Invitations

Recipients receive an email with an invitation link.

Invitation with User ID

Users invited by User ID join the company immediately without needing to accept an invitation.

Option 1: Sign in with Passkey

Log in using a Passkey and redirect to the Company List page.

Prerequisite

You must register a user account with a passkey before using this method to accept the invitation.

Option 2: Sign up with Email

Register a new account, log in automatically, and redirect to the Company List page.

Permissions Settings

Overview

Define and manage roles with specific permissions to control what users can do in the system.

The roles table displays:

• Role name
• Last updated date
• Updated by (user name)
• Action buttons (Edit, Delete)

Editing Roles

1. Click the Edit icon in the role's row
2. Update the role name or adjust permissions
3. Click Update Role
4. Confirm your changes by clicking Continue

Deleting Roles

1. Click the Delete icon
2. Confirm the deletion in the dialog

Deletion Requirements

Roles can only be deleted if they're not assigned to any users. If the role is in use, you'll see a warning message.

Creating New Roles

1. Click Create Role at the top right of the table

   

2. In the dialog:

   • Enter a role name
   • Select the permissions to assign

3. Click Create Role

4. Confirm by clicking Continue