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AdministrationIncluded

Company Settings

Manage company workspaces, identity, branding, user access, personal security, and supported integrations within your role.

What you can manage

Workspaces

Admins choose enabled workspaces and the company default. Admins and Managers can explicitly open another workspace they are authorized to use.

Company

Business information, company login details, and company identity.

Branding

Company logo and supported brand presentation when Custom Branding is active. Preview and apply changes through the Branding tab.

Users

User and plan overview with a link to full management in Team & Rates.

Security

Personal password and supported Email PIN or Authenticator settings for the signed-in Admin or Manager.

Integrations

Admin connection and configuration for activated QuickBooks Online, Xero, and Google Drive modules. Provider connections are separate from module activation.

Notifications

Current notification guidance. Configurable notification preferences remain limited in the current implementation.

Company identity and login

Keep the company name and identity information accurate because these values appear across the company’s workspaces and login experience.

  • Use the company login URL or company code when onboarding users.
  • Upload the Company Identity logo where supported.
  • Custom Branding is configured separately and requires the related module entitlement to become live.

Choose a workspace deliberately

  1. 1

    Review enabled workspaces

    An Admin uses Settings → Workspaces → Manage Workspaces to choose the company’s workspaces and default. The default controls the starting context for Admins and Managers with access.

  2. 2

    Open the intended workspace

    Use the explicit Go to Projects or corresponding workspace action in Workspaces. Shared Wallet, Subscription, Profile, and module information pages should preserve the active workspace rather than switch it.

  3. 3

    Check readiness and permissions

    Projects and Transport are included workspaces; Orders & Inventory is currently a Planning Preview. Selecting a workspace does not activate paid modules, expand user permissions, or release planned features.

Who can change Company Settings

RoleSettings access
AdminCan manage enabled/default workspaces, company configuration, branding, users, personal security, integrations, and available notification settings.
ManagerWorkspaces for authorized workspace selection and Security for their own account. Cannot change the company’s enabled/default workspace configuration or administer company settings.
SupervisorNo company Settings access; uses supported personal profile flows.
EmployeeNo company Settings access; uses supported personal account/profile flows instead.

Change settings safely

Important notes

  • Only authorized Admins change company-wide configuration and enabled/default workspaces.
  • Managers retain personal Security and authorized workspace-selection access, not company-administration access.
  • Some controls depend on the company plan or optional module entitlement.
  • Personal account settings and company-wide settings are separate.
Company Settings | Prospeno Help