Settings
Settings is /app/settings. Open it from Go to → Admin → Settings. Only an admin can open it.
Platform
Shortcuts to the rest of administration:
| Link | Opens |
|---|---|
| Connectors | Mailbox, Odoo, file drop, and other ingest channels |
| API | Keys, webhooks, and the quickstart on /app/developers |
| Roles | Team and sign-in MFA by role |
| Controls | Policy versions and the audit list |
| Vendor portal | Upload invites |
| Security | Authenticator and the payment MFA threshold |
Organization
Save settings writes the company profile.
| Field | Effect |
|---|---|
| Legal name, website, social profile | Shown on the workspace profile |
| Business location | Suggests the dashboard currency from the country |
| Dashboard currency | Currency used on Home and Cash |
| Expected inflow 7d / 30d | The inflow side of the Cash outlook |
| Privacy delete days | How long uploaded document bytes are kept |
| Privacy mode | Limits what is retained on ingested documents |
| Payment mode | Simulated moves no USDC. Arc testnet settles USDC through Circle. API payments follow this mode. |
| Target days payable | Blank pays on the due date, or earlier when a discount is covered. A number is the issue date plus that many days, never later than the due date. |
| Auto-pay | On by default. Pays approved invoices for vendors that are no longer new, on the recommended date. Uncheck to pause. |
| Enforce SSO | Requires single sign-on when it is configured for the workspace |
Under the form, Audit chain says ok with an event count, or BROKEN when the hash chain has a gap.
MFA
The same authenticator enrollment as Security, with a link back to that screen.