Settings – Main Page Description
 

Overview
 

The Settings page is the main configuration hub of the Biz1 Platform, designed to give system administrators and organization owners full control over how the system operates, its appearance, task automation, integration with external services, and management of advanced business modules.
 

This page consolidates user-level preferences, organization-wide settings, system behavior rules, automation engines, website building tools, and optional feature modules into one structured interface.
Its purpose is to ensure that Biz1 is customizable to meet the operational, financial, communication, and workflow needs of any organization.
 

The Settings page is only accessible to authorized users and dynamically adapts based on:


 

• Core Purpose of the Settings Page
   

  The Settings page exists to answer one fundamental question:
   

  “How should Biz1 work for this organization?”

  
  To achieve this, the page controls:
   

• Who the users are and how they authenticate their identity

• How the company is legally and financially represented

• How documents are generated and numbered

• How communications are sent (email, SMS, WhatsApp)

• How automation responds to events

• How websites and forms connect to the CRM

• Which advanced modules are enabled

• How integrations communicate with external systems
  
  
   

• Objective of the Settings Page
   

  The Settings page allows organizations to:
   

• Define personal user preferences

• Set company identity and accounting behavior

• Control Biz1 core features

• Automate repetitive business operations

• Build and manage websites and forms

• Enable or disable advanced business modules

• Integrate third-party services and APIs

• Control permissions and system-wide rules
  
  In short, everything that defines how Biz1 works for an organization is found here.
  
   

- Personal Identity & Contact Information
 

- Username
 

• Purpose: Unique login identifier for the system.
   

• Used for:
  
  Authentication, audit logs, record ownership.
   

• Behavior:
  
  Typically locked after creation to prevent data conflicts.
   

- Full Name
 

• Purpose: Displays the user's real name throughout the system.
   

• Visible in:
   

  • Customer timeline

  • Tasks & To-dos

  • Reports

  • Internal logs
     

• Business Value:
  
  Enhances accountability and collaboration.
   

- Role
 

• Purpose: Defines the user's role or designation.

• Examples: Sales Manager, Support Representative, Admin

• Used in:
  
  Team views, reports, and customer communications.
   

- Email
 

• Purpose: Primary email for communication and security.
   

• Used for:
   

  • Login

  • Password reset

  • Security alerts

  • Automation notifications
     

• Critical Field:
  
  Must always be valid and accessible.
   

- Phone
 

• Purpose: General contact number.
   

• Used in:
  
  CRM records, telephony, reports.
   

- Mobile Phone
 

• Purpose: Personal mobile contact.
   

• Used in:
   

  • SMS alerts

  • WhatsApp messages

  • OTP delivery (Two-Factor Authentication)
     

- City
 

• Purpose: Location reference for the user.
   

• Used in:
  
  Localization, analytics, documents.
   

- Address
 

• Purpose: Physical address.
   

• Used in:
  
  Invoices, official documents, legal references.
   

- Tax ID Number
 

• Purpose: Stores tax identification details.
   

• Used in:
  
  Invoices, accounting exports, compliance documents.
   

- Fax
 

• Purpose: Legacy contact detail.
   

• Used in:
  
  Official or governmental documents (if required).
   

- Security & Access Control
 

- Two-Factor Authentication
 

• What it does:
  
  Adds OTP verification after password login.
   

• Why it's important:
  
  Protects against unauthorized access.
   

• System Behavior:
  
  User must verify OTP on each login.
   

- Two-Factor Authentication for Team
 

• What it does:
  
  Enforces Two-Factor Authentication (2FA) for all team members.
   

• Especially suitable for:
  
  Large organizations, finance, healthcare, CRM-intensive teams.
   

• Impact:
  
  Automatically updates security rules for every user in the organization.
   

- Security Email Alerts
 

• What it does:
  
  Sends alerts for:
   

  • Login attempts

  • Password changes

  • Security events
     

• Business Value:
  
  Immediate awareness of threats.
   

- PDF Password
 

• What it does:
  
  Secures all generated PDF files with a password.
   

• Used for:
  
  Invoices, agreements, reports.
   

• Security Benefit:
  
  Prevents unauthorized access to documents after download.
   

- Organization Settings & User Behavior
 

- Company Type
 

• Options: Organization / Company
   

• Purpose:
  
  Determines the legal format and document behavior.
   

• Affects:
  
  Invoice templates, compliance logic.
   

- User Type
 

• Options: Regular / Orders
   

• Purpose:
  
  Controls which workflows are emphasized.
   

• Example:
  
  Order-based users see order features first.
   

- Website
 

• Purpose:
  
  Stores the official website URL.
   

• Used in:
  
  Branding, documents, integrations.
   

- CRM Behavior Controls
 

- Green Bubble for Customer Manager
 

• Purpose:
  
  Visually highlights customer managers in customer lists.
   

• Benefit:
  
  Faster identification of ownership and responsibility.
   

- Use Suggested Customer Details
 

• Purpose:
  
  Enables smart suggestions when creating customers.
   

• System Behavior:
  
  Uses historical data to auto-fill fields.
   

• Benefit:
  
  Faster data entry, fewer errors.
   

- Language, Calendar & Localization
 

- Default Language
 

• Purpose:
  
  Sets the primary user interface language.
   

• Impact:
  
  Changes labels, messages, and layout direction (left-to-right/right-to-left).
   

- Second Language
 

• Purpose:
  
  Enables bilingual operation.
   

• Used for:
  
  Multilingual teams and customers.
   

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