The Settings area is where administrators configure the essentials that power day‑to‑day work. Organising your core configurations here ensures that your subscription limits, user access, and external system links are managed from a single, secure location.

This guide covers:

• Monitoring subscription usage and plan limits for People, Equipment, and SMS.
• Managing Administrator and Worker logins to control system access.
• Utilising the Save & Invite feature for seamless team onboarding.
• Establishing a master list of External Systems for site-wide record linking.

Start confidently and get results fast.

💡 Power User Insight: Settings function as the system’s “Engine Room”; by configuring your Users and External Systems here first, you establish the administrative framework that allows the entire relational hierarchy—from Companies to Jobs—to operate securely and efficiently.