Settings & Billing

Settings live in two places, reached from the user menu in the top-right corner:

• My Profile — your personal account settings. Everyone has these.
• Settings — your brand’s settings. Available to brand admins and owners.

My Profile

Open My Profile (/dashboard/profile). It has three tabs:

• My Profile — your name, email, company, phone, and avatar.
• Integrations — connect your accounts (see Integrations).
• Auto-Posting — turn on and tune Auto-posting and Aging listings.

Brand Settings

Open Settings (/dashboard/settings) to manage the brand itself:

• Members — your team and their roles.
• Settings — your brand’s logo, colours, and name (see Setting up your brand).
• Plan / Tier, Payment Methods, Billing & Invoices — your plan and billing.
• Email Domain — a custom sending domain for email.
• Transaction Settings — the stages and checklists for Transactions.

Switching between brands

If you manage more than one dealership (or rooftops under a group), use the brand switcher in the top-left of the header to change which brand you’re working in. Settings always apply to the brand you’re currently in.