Company Settings (Sub-Module)

- Company Settings – Deep Sub-Module Documentation
 


- What is Company Settings?
 

Company Settings is the organizational control center of the platform.
Every configuration done here affects all users, documents, automations, exports, integrations, and workflows inside the company account.
 

Think of it as:
 

- “The brain that defines how the company operates inside the system.”

 

 

- Sub-Modules – Deep Explanation
 

1️⃣ Company Details
 

- Purpose
 

Defines the official identity of the company used across the entire platform.
 

- Internal Role
 

  • Acts as the primary source of truth for:
     

    • Invoices

    • Receipts

    • Exports

    • Emails

    • Legal documents
       

- What it Controls
 

  • Company name & legal identity

  • Address & contact information

  • Tax/VAT configuration

  • Logo & stamp branding

  • Currency & invoice language

  • Price rounding logic
     

- System Impact
 

  • Changing tax or currency immediately affects new documents

  • Logo and stamp appear on all generated PDFs

  • Language setting affects document templates & exports
     


2️⃣ My Packages
 

- Purpose
 

Displays commercial usage status of the company.
 

- Internal Role
 

  • Read-only monitoring module

  • Used internally to validate:

    • Email sending limits

    • SMS availability

    • Feature access
       

- What it Shows
 

  • Active packages

  • Remaining quota

  • Expiry dates

  • Purchase history
     

- System Impact
 

  • If package expires → related features stop working

  • Export & communication limits depend on package data
     


3️⃣ Team Members
 

- Purpose
 

Controls who belongs to the organization.
 

- Internal Role
 

  • Manages user-to-company relationship

  • Each team member inherits company rules
     

- What it Controls
 

  • Add/remove users

  • Activate/deactivate access

  • Assign internal roles

  • Link users to permissions
     

- System Impact

  • Removed users instantly lose system access

  • Team members share company documents & settings
     


4️⃣ Team Member Modules & Permission
 

- Purpose
 

Defines what each team member is allowed to do.
 

- Internal Role
 

  • Permission firewall between users and features

  • Prevents unauthorized actions
     

- What it Controls
 

  • Module visibility

  • Feature-level access

  • Read/write permissions
     

- System Impact
 

  • Affects UI visibility

  • Blocks backend APIs for restricted users

  • Critical for security & compliance
     


5️⃣ Invoice Settings
 

- Purpose
 

Maintains document numbering integrity.
 

- Internal Role
 

  • Ensures sequential numbering

  • Prevents duplication or legal gaps
     

- What it Controls
 

  • Invoice counters

  • Receipt counters

  • Proposal/order numbering

  • Document flow rules
     

- System Impact
 

  • Incorrect numbers can break accounting compliance

  • Changes apply only to future documents
     


6️⃣ Export Invoices
 

- Purpose
 

Allows structured data extraction from the system.
 

- Internal Role
 

  • Data bridge between system and external tools

  • Supports audits & backups
     

- What it Controls
 

  • Export formats (CSV, Excel, TXT, PDF)

  • Date & document filtering

  • Bulk data generation
     

- System Impact
 

  • Large exports may affect performance

  • Used heavily by accountants
     


7️⃣ Export Khasheshivit
 

- Purpose
 

Supports Israeli accounting compliance.
 

- Internal Role
 

  • Converts system data into Khasheshivit-compatible format
     

- What it Controls
 

  • Special accounting export rules

  • Localization-specific formatting
     

- System Impact
 

  • Only relevant for Israeli companies

  • Mandatory for some accounting workflows
     


8️⃣ Domain
 

- Purpose
 

Manages company domain ownership and usage.
 

- Internal Role
 

  • Connects branding to system URLs

  • Enables professional communication
     

- What it Controls
 

  • Custom domain mapping

  • Domain verification

  • Email/domain identity
     

- System Impact
 

  • Affects login URLs

  • Used in outgoing emails and links
     


9️⃣ App Settings
 

- Purpose
 

Controls technical behavior of the application.
 

- Internal Role
 

  • System behavior configuration

  • Integration-level settings
     

- What it Controls
 

  • Soft phone configuration

  • SIP & extensions

  • Internal communication behavior
     

- System Impact
 

  • Used by advanced setups

  • Incorrect settings may disrupt calling features
     


- My Social Accounts
 

- Purpose
 

Centralizes external communication platforms.
 

- Internal Role
 

  • Connects third-party platforms to the system
     

- What it Controls
 

  • Social media integrations

  • API tokens

  • Messaging platforms
     

- System Impact
 

  • Enables social communication workflows

  • Required for WhatsApp/Facebook messaging
     


1️⃣1️⃣ Client Work Category
 

- Purpose
 

Creates logical grouping of client activities.
 

- Internal Role
 

  • Classification engine for work tracking
     

- What it Controls
 

  • Category creation

  • Category assignment

  • Filtering & reporting
     

- System Impact
 

  • Improves analytics & reporting clarity
     


1️⃣2️⃣ Status Control
 

- Purpose
 

Defines workflow states across the platform.
 

- Internal Role
 

  • Workflow engine for customers, projects, documents
     

- What it Controls
 

  • Status columns

  • Color coding

  • Transition logic
     

- System Impact
 

  • Drives visual flow of work

  • Used in dashboards & reports
     


1️⃣3️⃣ Widgets
 

- Purpose
 

Personalizes the dashboard experience.
 

- Internal Role
 

  • Controls data visualization
     

- What it Controls
 

  • Widget enable/disable

  • Dashboard layout

  • Data visibility
     

- System Impact
 

  • Improves usability

  • No backend logic change
     


1️⃣4️⃣ Company Stamp
 

- Purpose
 

Handles official company authorization visuals.
 

- Internal Role
 

  • Document authenticity enhancer
     

- What it Controls
 

  • Stamp upload

  • Stamp assignment

  • Stamp usage rules
     

- System Impact
 

  • Appears on signed PDFs

  • Important for legal documents
     


1️⃣5️⃣ Ticket Department
 

- Purpose
 

Structures support ticket routing.
 

- Internal Role
 

  • Ticket classification & assignment
     

- What it Controls
 

  • Department creation

  • Team assignment

  • Workflow separation
     

- System Impact
 

  • Improves support response efficiency
     


1️⃣6️⃣ Most Used Messages
 

- Purpose
 

Speeds up repetitive communication.
 

- Internal Role
 

  • Message template storage
     

- What it Controls
 

  • Predefined texts

  • Multi-channel usage
     

- System Impact
 

  • Reduces typing

  • Improves consistency
     


1️⃣7️⃣ Document Status
 

- Purpose
 

Controls document lifecycle.
 

- Internal Role
 

  • Status engine for documents
     

- What it Controls
 

  • Status creation

  • Workflow rules

  • Filtering logic
     

- System Impact
 

  • Affects document tracking & reporting


     

    - Final Summary
     

    Company Settings is not just a settings page — it is the operational foundation of the system.
     

    ✔ Defines company identity
    ✔ Controls permissions & workflows
    ✔ Ensures legal & accounting compliance
    ✔ Powers automation & exports
    ✔ Governs communication & integrations






     

information_img

מוצרים

מודולים

מאפיינים

מחירון

עלינו

צרו קשר

עוד

BIZ1 CRM
באינטרנט
איש קשר Biz1.co.il