Settings

Company & Tenant

Company

Tenant profile, branding, package, modules, limits and legal entities.

Users & Access

Users

Tenant users, roles, MFA and permission summaries.

Users & Access

Roles

Tenant permission matrix and dangerous permission controls.

Customer Portal

Customer Portal

Logged-in portal, secure links, self-service actions and customer permissions.

Customer Portal

Catalog Visibility

Default hidden catalog behavior, customer groups and customer exceptions.

Billing & Pricing

Billing Rules

Billing cycle, payment terms, first invoice, service period and instalment defaults.

Billing & Pricing

Pricing Rules

Approval thresholds, cost requirements, rounding and pricing warnings.

Billing & Pricing

Payment Methods

Auto-charge, retries, instalments, partial payments and provider placeholders.

VAT & Compliance

VAT

Cyprus VAT profile, invoice notes, UBL readiness and export placeholders.

Templates & Numbering

Invoice Numbering

Document prefixes, reset rules, legal entity and example previews.

Templates & Numbering

Templates

Invoice, offer, email, portal and notification template previews.

Operations

Approval Rules

Discount, below-cost, import, public catalog and credit override approvals.

Operations

Cancellation Policies

Cancellation approval, credit, fee, wording and implementation policy.

Operations

Implementation Workflows

Checklist templates, owner roles, due dates, notifications and audit.

Operations

Import Mappings

Customer and billing import mappings, missing record policy and approval controls.

Integrations & API

Integrations

Tenant provider defaults, retry policy, webhook signing and API access.

Integrations & API

API & Webhooks

API access, scopes, webhook events, signing and retention settings.

Audit & Security

Audit & Security

Retention, sensitive field audit, reason requirements, MFA and session controls.

Audit & Security

Feature Flags

Tenant feature readiness, platform control and override allowance.