Settings
Reviewed on 4 October 2026In the app
On this page
Here you have all the settings of the panel, in two groups. Personal settings belong to your account and follow you in every business you work in. Business settings belong to the business you have open and its whole team shares them.
Each row opens its screen. Your role decides which rows you see, so a support person does not find the tax details or the payments here.
How to get there
Select Settings at the bottom of the side menu of the panel. On a phone, open the menu first with the button in the top corner. From the screen of a setting you come back here by selecting Settings in the top bar.
What you can do
- Change your name and see your sign-in methods in Profile.
- Review your password, two-step verification and your sessions in Security.
- Choose which notices you receive in Notifications.
- Change the name of the business in Business.
- Review your Tax details, the name the buyer sees on their statement in Statement and countries and your Calendars and video calls.
- Download or revoke your Tax authorisations.
- Manage your team and see who changed what in Team and activity.
- Review the accepted legal texts in Legal texts.
Step by step
Invite a person to the team
- 1. Select Team and activity.
- 2. Select Invite.
- 3. Write the Email and choose the Role.
- 4. Select Send invitation.
Keep in mind
- Each role only opens the settings that belong to it. The tax details and the payments are seen by the owner and the administration.
- Legal texts shows the new versions you have to review. If a version changes something important, you have to accept it before its date to keep using the panel normally.
- Personal settings do not change when you move from one business to another. Business settings do, because each business has its own.
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