Account settings
This is where you set how your account behaves: timezone, logos, team access rules, outgoing email, invoice details and OCR. Menu: Administration › Settings.
Settings permission to open the screen · Editing settings to save
The screen is titled Settings ("Show and change application settings."). It is organised in tabs. When you finish, click Save all: it saves all the tabs at once.
These settings affect the team that uses the panel. The members of your programme do not see them.
Tabs
| Tab | What it adjusts |
|---|---|
| General | Your account's Timezone |
| Appearance | Logos, icons and custom CSS |
| User management | Registration, captcha, passwordless login and sessions |
| Security | Passwords, account lockout and two-factor |
| Email (SMTP) | Sender and mail server |
| Invoice | Legal details for your invoices |
| Other Settings | Quick theme selection |
| OCR | Receipt reader. See Receipt reading (OCR) |
| Chatbot | Model provider and your own key. See Chatbot |
Some tabs may not appear depending on your edition and account type.
Appearance
Upload a logo and an icon for the dark theme and another pair for the light one. Each image has limits that you see when hovering over Change:
- Logos: JPG, PNG or GIF, up to 100 KB and 512×128 pixels.
- Icons: JPG, PNG or GIF, up to 50 KB and 128×128 pixels.
Reset restores the original image. In Custom CSS you can Upload a .css of up to 1 MB, Download the current one or Clear the one you uploaded.
To customise the brand your members see, see White label.
User management
| Setting | What it does |
|---|---|
| Allow users to register to the system. | If you turn it off, only an administrator creates users |
| New registered users are active by default. | If you turn it off, each sign-up waits for an administrator to activate it |
| Use security image question (captcha) on registration, on password reset, on email activation or on login | Adds a captcha on each screen |
| Restricted Email Domain Enabled | Only allows registration with emails from one domain, for example yourcompany.com |
| Enable passwordless login via email or sms | Allows logging in with a code |
| Cookie consent enabled | Shows the cookie notice |
| Email confirmation required for login. | Requires confirming the email before logging in |
| Allow users to log in by scanning a QR code with the mobile app | Enables QR login |
| Allow users to use Gravatar profile picture | Uses the Gravatar photo |
Security
| Setting | What it does |
|---|---|
| Password complexity | Require digit, Require lowercase, Require uppercase, Require non-alphanumeric and Required length. Use default settings applies the platform's values |
| The user's new password must different from how many last passwords? | Prevents reusing passwords |
| Enable Password Expiration and Password expiration day count | Forces renewal at regular intervals |
| Password reset code expiration hour count | Expiry of the recovery link |
| Enable user account locking on failed login attempts. | With Maximum number of failed login attempt count before locking the account and Account locking duration (as seconds) |
| Enable two factor user login. | By email, SMS or Google Authenticator, with the option to remember the browser |
| Only one concurrent login per user | When logging in on another device, the first session is closed |
Email (SMTP)
By default your account uses the platform's mail (Use default email settings). If you want to send from your domain, untick it and fill in Default from (sender) email address, Default from (sender) display name, SMTP host, SMTP port, Use SSL and the credentials. Send Test Email checks that it works.
If you see the notice "The saved password can't be read (encrypted in another environment). Re-enter it and save.", re-enter the SMTP password and save.
Invoice
Invoice Information stores your company's Legal Name and Address for billing. See Subscription and credits.
Other screens in the Administration menu
| Screen | What it is for |
|---|---|
| Languages | Manage the interface language. Create languages and edit their texts with Change texts |
| Visual Settings | Panel appearance options |
| API Keys | Keys for the public API. Customer accounts only |
| Incoming Webhooks | Deliveries received from shops and gateways. See Webhooks |
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| Open the settings | Settings | Pages.Administration.Tenant.Settings |
| Save changes | Editing settings | Pages.Administration.Tenant.Settings.Edit |
| Manage languages | Languages | Pages.Administration.Languages |
| Change the visual settings | Visual Settings | Pages.Administration.UiCustomization |