Overview1 min read·Updated Nov 2, 2026
Settings overview
A map of every settings tab and what lives there.
Requires permission
agency.settings.view| Tab | Contains |
|---|---|
| General | Agency profile, languages, timezone, currency, date format. |
| Branding | Logo, colours, PDF header/footer, email signature. |
| Team | Users, roles, invitations. |
| Billing | VAT, numbering, issue-before days, fees, reminder cycles, payment gateway. |
| Accounting | Income/expense categories, lock date. |
| Templates | PDF layouts and styles per document type. |
| Document templates | Editable contract/letter texts with the AI writer. |
| Notifications | Event × channel matrix, email wording, quiet hours. |
| Integrations | WhatsApp, email sender, calendar, webhooks. |
| Leasing | Default lease terms, renewal lead time, inspection checklists. |
| Maintenance | Categories, priorities, SLAs. |
| Expenses | Approval thresholds. |
| Sales | Commission rules, reservation defaults. |
| Payroll | Components, leave types, attendance, payslip options. |
| Website | Builder, SEO, domain, listings portal. |
| Mobile app | Icon, splash, install prompt. |
| Security | 2FA policy, sessions, password rules. |
| Plan & usage | Your plan, limits, usage meters, invoices from Boyoti. |
| Data | Imports, full export, lookups (unit types, amenities, tags). |
| Audit log | Everything that happened. |
Can't find a setting? Press ⌘ K and type its name — settings are searchable.
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