Getting started

Settings and configuration overview

Find the right hub for users, modules, finance, and compliance settings

Most tenant configuration lives under the left hub rail. Each hub opens the same /settings/* routes as before — hubs are the primary menu.

Hub map

HubUse for
AdminUsers, roles, access control, security, audit
PlatformModules, integrations, appearance, billing, notifications
Master DataCompanies, outlets, org profile, currencies, POS
GRCCompliance, VAT, e-invoice, statutory exports

Tenant setup page

The Tenant setup entry (user menu) is a slim launcher — not a duplicate of every settings screen. It provides shortcuts into each hub and handles:

  • Public holidays
  • White-label branding (Enterprise)
  • Tenant profile summary

Common tasks

Add a user

Admin → Users → Invite. Assign a role that matches the person's job function. See Roles and access for persona guidance.

Enable a module

Platform → Modules. Toggle licensed modules for your plan. Some modules (e.g. white labelling) require Enterprise.

Company and finance defaults

Master Data → Companies for legal entity details. Settings → Company → Finance for GL code overrides and auto-posting options.

Compliance

GRC hub for VAT registration, e-invoicing (ZATCA, FTA), and statutory report exports.

Tips

  • Change one area at a time during go-live; document who owns each settings area.
  • After changing finance GL codes, run the auto-posting health check under Finance → Auto-posting.
  • Use In-App Guides & Tours for interactive walkthroughs of complex screens.