Settings – Main Page Description
 

Overview
 

The Settings page is the central configuration hub of the Biz1 platform, designed to give administrators and organization owners full control over how the system behaves, looks, automates tasks, integrates with external services, and manages advanced business modules.
 

This page consolidates user-level preferences, company-wide configurations, system behavior rules, automation engines, website building tools, and optional feature modules into a single, structured interface.
Its purpose is to ensure that Biz1 can be customized to match the operational, financial, communication, and workflow needs of each organization.
 

The Settings page is accessible only 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 users are and how they authenticate

• How the company is represented legally and financially

• How documents are generated and numbered

• How communication is sent (email, SMS, WhatsApp)

• How automation reacts to events

• How websites and forms connect to CRM

• Which advanced modules are enabled

• How integrations communicate with external systems
  
  
   

• Purpose of the Settings Page
   

  The Settings page allows organizations to:
   

• Configure personal user preferences

• Define company identity and accounting behavior

• Control Biz1 core features

• Automate repetitive business actions

• 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 lives here.
  
   

- Personal Identity & Contact Information
 

- Username
 

• Purpose: Unique system login identifier.
   

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

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

- Full Name
 

• Purpose: Displays the user’s real name across the system.
   

• Visible in:
   

  • Customer timelines

  • Missions & tasks

  • Reports

  • Internal logs
     

• Business Value:
  
  Improves accountability and collaboration.
   

- Title
 

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

• Examples: Sales Manager, Support Agent, Admin

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

- Email
 

• Purpose: Primary communication and security email.
   

• Used for:
   

  • Login

  • Password reset

  • Security alerts

  • Automation messages
     

• 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 messaging

  • OTP delivery (2FA)
     

- City
 

• Purpose: Location reference for the user.
   

• Used in:
  
  Localization, analytics, documents.
   

- Address
 

• Purpose: Physical address.
   

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

- Tax Number
 

• Purpose: Stores tax identification details.
   

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

- Fax
 

• Purpose: Legacy contact detail.
   

• Used in:
  
  Formal or government-related documents (if required).
   

- Security & Access Control
 

- Two Auth (Two-Factor Authentication)
 

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

• Why it matters:
  
  Protects against unauthorized access.
   

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

- Two Auth for Team
 

• What it does:
  
  Enforces 2FA for all team members.
   

• Best for:
  
  Enterprises, finance, healthcare, CRM-heavy teams.
   

• Effect:
  
  Automatically updates security rules for every user under the organization.
   

- Security Email Notifications
 

• What it does:
  
  Sends alerts for:
   

  • Login attempts

  • Password changes

  • Security events
     

• Business Value:
  
  Immediate threat awareness.
   

- PDF Password
 

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

• Used for:
  
  Invoices, agreements, reports.
   

• Security Benefit:
  
  Prevents unauthorized document access after download.
   

- Organization & User Behavior Settings
 

- Company Type
 

• Options: Organization / Company
   

• Purpose:
  
  Determines legal formatting and document behavior.
   

• Affects:
  
  Invoice templates, compliance logic.
   

- User Type
 

• Options: Normal / Orders
   

• Purpose:
  
  Controls which workflows are emphasized.
   

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

- Website
 

• Purpose:
  
  Stores the official website URL.
   

• Used in:
  
  Branding, documents, integrations.
   

- CRM Behavior Controls
 

- Green Bubble for Client Manager
 

• Purpose:
  
  Visually highlights client managers in customer lists.
   

• Benefit:
  
  Faster recognition of ownership and responsibility.
   

- Use Suggested Customer Details
 

• Purpose:
  
  Enables intelligent 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 UI language.
   

• Effect:
  
  Changes labels, messages, and layout direction (LTR/RTL).
   

- Second Language
 

• Purpose:
  
  Enables bilingual operation.
   

• Used for:
  
  Multi-language teams and customers.
   

- Default Language Calendar
 

• Purpose:
  
  Controls the language of calendar views.
   

• Affects:
  
  Date pickers, scheduling, month/day labels.
   

- Timezone
 

• Purpose:
  
  Aligns system time with the user’s location.
   

• Affects:
  
  Appointments, automations, reminders, reports.
   

- About (Rich Text Editor)
 

About Section
 

• Purpose:
  
  Personal or professional description of the user.
   

• Editor:
  
  Full WYSIWYG editor (CKEditor).
   

• Supports:
  
  Text formatting, links, images, tables.
   

• Used in:
  
  Profiles, internal references, documents.

Main Menu & Inner Section Descriptions 
 

1️⃣ Profile
 

Description
 

The Profile section manages personal user information and preferences.
It defines how the logged-in user is identified in the system and how they interact with Biz1 on a daily basis.
 

What this section controls:
 

• User role

• Organization ownership

• Enabled modules

• Subscription plan permissions
   

• Scope
   

• User-specific

• Does NOT affect other users or company-wide behavior
   

• Inner Sections Explained
   

• User Information
  
  Stores name, username, title, and profile image used throughout the system.
   

• Contact Details
  
  Manages email, phone, mobile number, address, city, and website.
   

• Security Settings
  
  Controls two-factor authentication, PDF password protection, and security notifications.
   

• Language & Timezone
  
  Defines default language, second language, calendar language, and timezone.
   

• Preferences
  
  UI-related options such as green bubble indicators, suggested customer details, and user type.
   

• About Section
  
  Rich-text description of the user, used in profiles, documents, or internal references.
   

• ---

  2️⃣ Company Settings
   

  Description
   

  The Company Settings section defines the legal, financial, and branding identity of the organization.
  It ensures all documents, invoices, automations, and integrations follow the company’s official structure.
   

  Scope
   

• Organization-wide

• Affects all users, documents, and financial processes
   

• Inner Sections Explained
   

• Company Details
  
  Stores company name, address, phone, tax ID, and business type.
   

• Invoice & Document Settings
  
  Controls document language, currency, tax behavior, rounding rules, and totals display.
   

• Document Numbering
  
  Manages sequential numbering for invoices, receipts, orders, delivery notes, and more.
   

• Branding (Logo & Stamp)
  
  Uploads official company logo and stamp for use in PDFs and emails.
   

• Payment Gateway Integration
  
  Configures online payment gateways and payment button behavior.
   

• Accounting Integrations
  
  Includes Rivhit, H-Connect, Hashavshevt, and other accounting APIs.
   

• Bank Details
  
  Stores multiple bank accounts and default banking preferences.
   

• Document Templates & Notes
  
  Custom headers, footers, and notes for different document types.
   

• Automation Behavior
  
  Controls auto-send emails, WhatsApp messages, document creation after payment/signature.
   

• Display Rules
  
  Determines visibility of prices, creator names, and validation rules.
   

• Localization Rules
  
  Israel-specific invoice formats and regional compliance options.
   

• ---

  3️⃣ Biz1 Settings
  
   

  Description
   

  Biz1 Settings controls the core operational behavior of the platform.
  It focuses on communication channels, dashboards, labels, statuses, customer workflows, and integrations.
   

  Scope
   

• Organization-wide

• Core system configuration
   

• Inner Sections Explained
   

• Email Accounts (SMTP)
  
  Manages outgoing email accounts and sender identities.
   

• Email Templates
  
  Creates reusable templates for system emails and automation.
   

• Automatic Email Answers
  
  Configures auto-replies for incoming emails.
   

• Phone & SMS Settings
  
  Controls SMS providers, sender IDs, and phone formatting.
   

• Automatic SMS Replies
  
  Sets automated SMS responses using templates.
   

• Customer & Project Customization
  
  Controls which fields appear on dashboards and forms.
   

• Labels & Statuses
  
  Defines customer statuses, sub-statuses, colors, and tags.
   

• Zapier Webhooks
  
  Enables event-based integrations with Zapier.
   

• Google Calendar Integration
  
  Syncs appointments and events with Google Calendar.
   

• Default Page Settings
  
  Sets default landing pages after login.
   

• Payments & Payment Projects
  
  Controls payment flows and tracking within projects.
   

• Customer Ordering
  
  Customizes customer order flows and statuses.
   

• Sub-Customer Settings
  
  Enables parent-child customer relationships.
   

• Checklists
  
  Creates task-based checklists for workflows.
   

• Mission Steps
  
  Defines step-by-step mission workflows.
   

• Timer Categories
  
  Categorizes time tracking activities.
   

• ---

  4️⃣ Accruing & Automation
   

  Description
   

  This section manages automatic system actions that run based on predefined rules and triggers.
  It is the heart of Biz1’s workflow automation engine.
   

  Scope
   

• System-wide automation

• Event-driven processes
   

• Inner Sections Explained
   

• Accruing Missions
  
  Automatically creates missions when specific conditions occur.
   

• Accruing Appointments
  
  Automatically schedules appointments based on triggers.
   

• Accruing Automation Rules
  
  Event-based rules that execute actions (email, task, status change).
   

• Automation Events
  
  Defines system events like customer creation or status change.
   

• IVR Configuration
  
  Sets up voice menus and call routing.
   

• Campaigns
  
  Automates marketing and outreach campaigns.
   

• Global Automation Settings
  
  Controls permissions, limits, and system-wide automation behavior.
   

• ---

  5️⃣ Site Builder
   

  Description
   

  The Site Builder allows organizations to build and manage public-facing websites, forms, and landing pages without external tools.
   

  Scope
   

• Public website

• Marketing & customer interaction
   

• Inner Sections Explained
   

• My Site
  
  Main website builder interface with pages and layouts.
   

• Categories
  
  Manages service/product categories used on the site.
   

• Shopping Mall
  
  E-commerce configuration including products, cart, and payments.
   

• Dynamic Forms
  
  Forms that connect directly to CRM, email, and automation.
   

• ---

  6️⃣ Special Modules
   

  Description
   

  Special Modules contains optional and advanced system features that can be enabled or disabled per organization.
   

  Scope
   

• Advanced & modular

• Permission and plan-based
   

• Inner Sections Explained (Examples)
   

• Rooms & Branches – Physical resource management

• Appointments & Combo Meetings – Advanced scheduling

• Orders & Workflows – Business process automation

• Client Area – Customer portal

• Real Estate – Property management

• Telemarketing – Call-based sales workflows

• PDF Signer – Digital document signing

• WhatsApp Integration – WhatsApp Business automation

• Courses – Learning management

• Tickets – Support system

• Gantt Chart – Project visualization

• Tabs Settings – Customer tab customization

• Holiday & Source Management – Calendar and analytics
   

• Each module is controlled via permissions, roles, and subscription plans.
   

  ---

  
  Final Summary
   

  The Settings page is the backbone of Biz1’s configurability.
  
  It ensures that:
   

• Users work the way they prefer

• Companies operate legally and consistently

• Automation reduces manual work

• Websites and communication are integrated

• Advanced features are modular and controlled
   

• This structure makes Biz1 scalable, flexible, and enterprise-ready.