Settings

Settings allow you to configure your CRM to match your business needs. Customize pipelines, integrations, user management, security, and more.

Overview

The Settings module provides administrative controls for system configuration. Access depends on your user role.

Related Modules:

Pipelines - Configure sales stages
Workflows - Automation settings
Team Management - User administration
Departments - Organization structure and data visibility
Notifications - Templates, channels, and preferences

Settings Categories

The settings sidebar is organized into the following groups:

CRM Configuration

Setting	Description
Pipelines	Manage sales and contact lifecycle pipelines with stages
Stage Rules	Configure stage transitions and requirements
Contact Sources	Configure contact source channels
Industries	Manage industry categories
Tags	Manage tags for tickets, contacts, deals, and other entities

See Pipelines for details.

Organization & Team

Setting	Description
Organization	Company name, currency, time zone, date format
Feature Modules	Enable or disable CRM modules (Contacts, Deals, Accounts, Projects, Tickets, Appointments, Campaigns, Products)
Team & Departments	Manage team members, departments, and data visibility
Roles & Permissions	Configure custom RBAC roles and permissions

See Team Management and Departments for details.

User Settings

Setting	Description
Profile	Personal profile, password, and two-factor authentication
Notifications	Per-user notification channel preferences

Products & Pricing

Setting	Description
Products	Manage product catalog
Product Categories	Organize products into categories
Price Lists	Manage pricing for different customer segments

Templates & Workflows

Setting	Description
Notification Templates	Manage notification templates and channel toggles (see Notifications)
Print Templates	PDF template designs for price offers
Approvals	Configure approval workflows
Project Templates	Reusable project structures with milestones and tasks
Project Roles	Define project team roles

See Projects for details.

Module Settings

Setting	Description
Custom Fields	Add custom data fields to any module
Field Validations	Configure validation rules per entity
Request Types	Configure request forms and workflows
Contacts Settings	Contact lifecycle configuration

See Validations for details.

Appointment Settings

Setting	Description
Shifts	Manage team shifts and schedules
Configuration	Appointment statuses, cancellation reasons, and more

Ticket Settings

Setting	Description
Categories	Hierarchical ticket categories with colors and icons
SLA Policies	Response and resolution time targets per priority
Pending Reasons	Configurable reasons for pending ticket status

See Tickets for details.

Integrations

Setting	Description
Email Provider	Configure org-level email sending (SMTP, Resend, SendGrid, Mailgun)
API Connectors	Manage organization API keys
My Connections	Connect Gmail, Outlook, Google Calendar, Outlook Calendar

Data Management

Setting	Description
Import / Export	Bulk import from CSV/Excel, export CRM data

User Roles

Role Hierarchy

Owner
  └── Admin
        └── Manager
              └── User

Role Permissions

Permission	Owner	Admin	Manager	User
View all data	Yes	Yes	Assigned	Own only
Create records	Yes	Yes	Yes	Yes
Edit all records	Yes	Yes	Assigned	Own only
Delete records	Yes	Yes	Assigned	Own only
Manage users	Yes	Yes	No	No
Configure settings	Yes	Yes	No	No
Access admin panel	Yes	No	No	No

RBAC (Role-Based Access Control)

The system uses a comprehensive permission system:

Custom Roles - Create roles with specific permissions
Permission Groups - Granular permissions per module (view, create, update, delete)
Ownership Permissions - Separate permissions for own records vs. all records
Role Assignment - Users can have multiple roles

Owner Role

Organization owners can:

All admin permissions
Transfer ownership
Delete organization
Access super admin features

Admin Role

Administrators can:

Manage team members
Configure all settings
Access all data
Create reports and workflows

Manager Role

Managers can:

View assigned team members’ data
Manage records for assigned users
Access department data (if configured)

User Role

Standard users can:

View assigned/own records
Create new records
Edit own records
Log activities

Security & Authentication

Password Management

Change Password

Users can change their password from Settings > Profile:

Enter current password
Enter new password (minimum 8 characters)
Confirm new password

Forgot Password

If you’ve forgotten your password:

Click Forgot password? on the login page
Enter your email address
Check your inbox for a reset link (expires in 60 minutes)
Click the link and enter a new password

For security, the system always confirms the email was sent regardless of whether the account exists.

Two-Factor Authentication (2FA)

Add an extra layer of security with TOTP-based two-factor authentication.

Enabling 2FA

Go to Settings > Profile
Click Enable Two-Factor Authentication
Confirm your password
Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.)
Enter the 6-digit code to confirm
Save your recovery codes securely

Logging In with 2FA

Enter email and password as usual
You’ll be prompted for a 6-digit code
Enter the code from your authenticator app
Alternatively, use a recovery code

Recovery Codes

8 one-time-use recovery codes are generated when enabling 2FA
Each code can only be used once
Regenerate codes from Settings > Profile (requires password confirmation)
Store recovery codes in a safe place

Disabling 2FA

Go to Settings > Profile
Click Disable under Two-Factor Authentication
Confirm your password

Password Confirmation

Sensitive actions (enabling/disabling 2FA, regenerating recovery codes) require password confirmation. Once confirmed, the session is valid for 3 hours before requiring re-confirmation.

Session Settings

Sessions last 7 days
HTTP-only secure cookies
Automatic session cleanup

Team Management

Inviting Users

Go to Settings > Team
Click Invite User
Enter email address
Select role
Send invitation

Managing Users

View all team members
Change user roles
Deactivate users
Reassign ownership

See Team Management for details.

Workflow Settings

Configure automation:

Create workflow rules
Set triggers and conditions
Define actions
Schedule automated tasks

See Workflows for details.

Notification Settings

The CRM has a comprehensive notification system with 27 events across 10 categories, customizable email templates, and per-user channel preferences.

Notification Templates (Admin)

Manage org-wide notification templates from Settings > Notification Templates:

Channel toggles - Enable/disable Email and Web channels per event
Edit Template - Opens the Unlayer drag-and-drop email editor with merge fields
Send Test - Sends a test email with sample data to your email
Reset to Default - Reverts a template back to the system default
Load Template - Import a stock template from Unlayer’s gallery

Templates are organized by category tabs: Contacts, Deals, Activities, Contacts, Accounts, Price Offers, Tickets, Approvals, Projects, System.

User Notification Preferences

Each user can control which notifications they receive from Settings > Profile > Notifications:

Toggle Email and Web channels on/off per event
Missing preference = follows org-wide default
Disabled preference = never receive, regardless of org setting

Notification Bell

The bell icon in the header shows in-app (web) notifications:

Badge shows unread count (refreshes every 30 seconds)
Click to view recent notifications
Mark as read, mark all as read, or dismiss
Click a notification to navigate to the related entity

See Notifications for full details on events, merge fields, recipient resolution, and background jobs.

Data Management

Import Data

Import records from CSV or Excel files:

Go to Settings > Data Management
Select module (Contacts, Accounts, Contacts, Deals, etc.)
Upload CSV or Excel file
Map file columns to CRM fields (including custom fields)
Choose update strategy: Create Only, Upsert, or Replace
Review real-time progress with counts for created/updated/skipped/duplicated/failed records

Export Data

Export your data:

Go to Settings > Data Management
Select entity type
Choose filters and date range (optional)
Download CSV

Best Practices

Start with pipeline - Configure stages first
Set up departments - Model your organization structure
Configure data visibility - Control who sees what
Enable 2FA - Add security for all users
Set up integrations - Connect calendar and email
Define roles - Assign appropriate permissions
Configure validations - Ensure data quality
Train users - Document your configuration
Review regularly - Adjust as needs change

See Also:

Pipelines - Stage configuration
Workflows - Automation rules
Team Management - User administration
Departments - Organization structure
Tickets - Help desk configuration
Projects - Project management configuration
Notifications - Notification system documentation