Settings

Configure your account, organization, and system preferences

Profile Settings

Update Your Profile

1. Click your name/avatar in the top header
2. Select "Profile" or "My Account"
3. Update personal information:
   • Name: First and last name
   • Email: Your email address
   • Phone: Contact number
   • Photo: Upload profile picture
4. Click "Save Changes"

Notification Preferences

1. Go to "Profile" → "Notifications"
2. Toggle notification types:
   • Email notifications
   • SMS notifications
   • In-app notifications
3. Click "Save Preferences"

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Security Settings

Change Password

1. Go to "Profile" → "Security"
2. Enter current password
3. Enter new password
4. Confirm new password
5. Click "Update Password"

Two-Factor Authentication (2FA)

1. Go to "Profile" → "Security"
2. Click "Enable 2FA"
3. Scan QR code with authenticator app
4. Enter verification code
5. Save backup codes securely

Session Management

• View active sessions
• Log out from other devices
• See login history

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Organization Settings

(Admin only)

General Settings

1. Go to "Settings" in the sidebar
2. Select "Organization" tab
3. Configure:
   • Organization Name
   • Subdomain
   • Logo
   • Address & Contact Info

Regional Settings

• Timezone: Your local timezone
• Currency: USD, CAD, etc.
• Date Format: MM/DD/YYYY or DD/MM/YYYY

Payment Settings

• Connect Stripe account
• Configure late fees
• Set grace periods
• Enable/disable payment methods

Lease Settings

• Default lease terms
• Renewal reminder timing
• Required documents

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Integrations

Available Integrations

Integration	Purpose
Stripe	Payment processing
Google Calendar	Sync events and reminders
QuickBooks	Accounting sync
Zapier	Connect with 3000+ apps

Connect Integration

1. Go to "Settings" → "Integrations"
2. Find the integration you want
3. Click "Connect"
4. Authorize the connection
5. Configure sync options

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