Settings and administration

Every PropLink customer has a single Settings area where they configure their account, their organisation and the platform behaviour everything else depends on. Most settings are touched once during onboarding and rarely again.

What lives here

Your account

Profile, password, two-factor authentication, personal access tokens, device management, notification preferences and the switcher for users with access to multiple organisations.

Organisation settings

Company details, branding, financial year, default currency, locale, subdomain, subscription, modules, branches.

Users and access

Add users, assign roles, scope permissions to sites, manage pending invitations, view the user audit log.

Financial settings

Tax rates, currencies, payment methods, discrepancy split methods, invoice item descriptions, invoice frequencies, ledger account defaults, period closing rules.

Site configurations

Reusable site setup templates so onboarding a new site applies a known good configuration in one click.

Templates

Email, document, account-invite and ResidencePort-invite templates with versioning.

Audit logs

The audit trail across the platform, searchable and exportable.

Data import and export

CSV-based bulk import for sites, units, contacts, vendors, companies, freeholders, clients and estates. Export tools for ad-hoc and scheduled extracts.

In this section

The pages each cover one area. Most customers visit Settings frequently during onboarding and rarely afterwards, except for Users and access (every time someone joins or leaves), Templates (when wording changes) and Audit logs (when investigating an incident).

What sits outside Settings

The product-specific settings, tax rates per product, workflow configuration, ticket categories, live with their product, not in the global Settings area. For example, ticket categories live under Tickets → Settings, not under the global Settings. This is so that a product manager can configure their domain without touching organisation-level configuration.