Settings
Settings
Set up your business details, team access, billing, and how each part of Agiled works.
Settings is where you make Agiled fit your business: your name and logo, who on your team can see what, your plan, and how invoices, bookings, and emails behave. Open it from Settings in the sidebar.
Start here
- Add your business details and logo. They appear on invoices, estimates, booking pages, and emails. See General settings.
- Invite your team and choose their roles. Roles decide what each person can see and change. See Roles & Permissions.
- Choose how clients pay you. Set up taxes, numbering, and online or bank-transfer payments. See Finance and Finance settings.
Everything in Settings
The groups below follow the menu on the left of the Settings page.
Account (just for you)
Workspace
- General: business details, time zone, client language, and branding
- Modules: choose which areas appear in the sidebar
- Data export
- Billing: plan, trial, usage, and extra seats
- Roles & Permissions and Create a custom role
- Notifications and email and Slack delivery
- Custom fields
Modules
- CRM: pipelines, stages, and record defaults
- Finance and Finance templates
- HRM: leave types and attendance
- Time tracking
- Client Portal
Integrations
Moving in