⚙️ Settings Tab

The Settings tab contains all configuration and administration options. What you see here depends on your role — standard users see personal settings only, while managers and admins see broader system configuration options.

Personal Settings (All users)

Link	What it does
Activity Log	View a history of all actions you have taken in the portal
Email Signature	Create and manage your personal email signature used in outgoing mail

System Configuration (Admins)

System Settings — a sub-menu covering:

Sub-link	Purpose
User Management	Add, edit, and manage user accounts
User Essentials	Set up essential data required for user profiles
Dashboard Layout	Customise which widgets appear on your dashboard
Email Configuration	Configure Gmail or Outlook integration
Country Settings	Add and manage countries used across the portal
Branch Management	Set up and manage your office branches
Department Setup	Configure departments within your organisation
Document Checklist	Create document requirement checklists
Relationship Types	Define client relationship categories
Banking Details	Store your organisation's bank account information
Booking Management	Configure booking and appointment settings
Loss Reason Codes	Define standard reasons for lost applications

Notification System — configure automated notifications:

• Notification Rules — set up trigger-based automation rules
• Notification Management — manage existing notification configurations

Templates — manage reusable content templates:

• Email Templates
• Service Agreement Templates
• Generic Agreement Templates