In this instructional video, the presenter walks through the Settings section of a web portal, explaining how to configure various aspects that affect company documentation and user management. The walkthrough covers: (1) Company Settings – adding a company name for certificate headers, enabling CC of all emails to an admin address, and uploading/resizing a company logo; (2) User Settings – editing user details and passwords, adjusting role permissions (e.g., hiding invoice creation), and inviting or disabling users; (3) Invoice Payment Terms & Certificate Numbering – entering payment terms to appear on quotes/invoices and customizing record numbering prefixes such as “INV”; (4) Service Reminders & Email Templates – customizing pre‑filled email templates (subject lines, body text), uploading terms and conditions, and adding additional email recipients. The presenter emphasizes that setting these options early streamlines operations and adds a personalized touch to records, and invites viewers to ask questions via comments or contact details provided.
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Settings are really important. Not only do they provide information to certain documents and manage the roles of engineers, but they also help you manage your email templates. A quick note to say all the settings I will be discussing will be from the web portal. If you have not logged into your web portal yet, I will leave a link in the description below to your login page. All the settings we will be discussing can be found under the Settings tab, which is on the far right here. Let's start with Company Settings. On Company Settings, you can add what is listed here. Some of this information will appear on your records. You can choose if you'd like the company name displayed in the header of your certificates. If you have more than one email or engineer, You can select CC all emails to admin email. This will send a copy of all emails sent to the admin. Lastly, from your company settings, you're able to upload your company logo. Just click and upload your logo and then click Save. This logo will now appear on your documents. If you would like your logo resized, please do let us know and we'll be able to help. From your User Settings, you can change your users' details and passwords. You can also, as admin, change the roles that your users have. For example, if you do not want them to be able to see or create invoices, you can uncheck the box here. You can also invite and disable a user from this section. Invoice Payment Terms and Certificate Numbering In this section, you can add your payment details and terms so they appear on your quotes and invoices so you're able to get paid faster. You can also change how the records are numbered. For example, you could use the prefix INV on invoices. Under Service Reminders and Email Templates, you will find a host of different templates, each one can be customized. If we take the Estimate Email Template, for example, from here you can change the subject and what the email says in it. Also, you can upload your terms and conditions as well as any additional email addresses you would like added every time. All the templates have already pre-filled for you, so this does not have to be done right away and will display the engineer's name and contact number if supplied. Getting your company settings set up early gets you off the ground running and also adds that personal touch to your records. And that's it for this video on getting started with settings. If you have any questions, please leave a comment below, or our contact details are listed in the description. Until the next video, thank you.
