Profile Settings
Configure your personal settings, notifications, default values, and what other team members are allowed to do.
Overview
Access the Profile screen from the top left menu, then Settings. Your own profile lets you change your personal preferences. As a business owner, you can also open any team member's profile from Settings | Users & Teams to configure their permissions.
Notifications
Configure how you receive updates from the application using the Notification button in the Profile screen.
| Option | Description |
|---|---|
| None | No notifications |
| Receive updates via email | |
| Push | Receive push notifications on your device |
| Both | Email and push notifications |
Default Settings
The profile includes several default values that apply when creating new entries.
| Setting | Description |
|---|---|
| Default Due Term | Number of days until an invoice is due. Leave empty to remove the due date from new invoices. |
| Appointment Duration | Default length for new appointments in the agenda. |
| Time Between Appointments | Buffer time between consecutive appointments. |
Permissions & Screen Visibility
Each screen in the application (Clients, Estimates, Invoices, Jobs, etc.) can be configured with a different access level for each team member. You can grant full access, read-only access, or hide screens entirely.
Access Levels at a Glance
- User — See and edit own data only
- User + Team — See and edit all data
- User + Team R/O — Edit own data, view team data
- User R/O + Team R/O — View everything, edit nothing
- None / Hidden — Screen is completely hidden
Other Profile Options
Additional options that can be toggled per user in the profile:
| Option | Description |
|---|---|
| Can Invite | Allow this user to invite new team members to the business. |
| Allow Item Descriptions | Show the description text field when adding or editing items in estimates, invoices, and jobs. When enabled, a text area appears below the item name where you can enter up to 8,192 characters of detail (scope of work, specifications, notes). The description is printed on the document underneath the item name. This setting is off by default — enable it to start using item descriptions. |
| Allow Item Units | Allow changing item units (quantity, unit type). |
| Allow Custom Tax | Allow adding or changing tax rates on individual items. |
| Allow New Sections | Allow creating new sections in estimates and invoices. |
| Allow Edit Contracts | Allow editing contract terms on documents. |
| Allow Public Templates | Allow publishing templates to the marketplace. |