Settings and permissions

The Settings tabs

• General: your practice name and workspace, and links to your team and shared resources.
• Plan and billing: your plan, seats and add-ons. Paid billing isn't switched on yet, so to change plan, email us.
• Branding: see White-label branding.
• Staff permissions: what staff can see (below).
• Integrations: Companies House (with Full resync) and Client email from your own mailbox.
• Engagement letter: your firm details and letter wording. See Engagement letters.
• Email and reminders: filing alerts, automatic reminders and email templates. See Email templates, reminders and chasers.

Staff permissions

Under What your staff can see, switch a module off to hide it from staff. It disappears from their sidebar and its data is blocked. As the owner, you always see everything.

Under Financials, WIP and billing access lets staff see chargeable time, WIP values and fees. It's off by default, and only owners can edit charge-out rates.

Staff can see Settings, but only the practice owner can change most of it.