Skip to main content

Company Settings Overview

The place where Admins manage users, permissions, cost codes, and company-wide workflows in SubBase.

Written by Andrew Rapinchuk
Updated over 3 months ago

This is where organizations control how SubBase operates, from who has access to what, to how orders and invoices follow internal rules and approvals.


Purpose

Company Settings plays a central role in SubBase by defining the rules, structure, and governance that keep projects, users, and financial workflows consistent across the platform.


Overview

Company Settings is the administrative backbone of SubBase. This is where companies align the platform to their internal structure, approval requirements, and accounting standards. Users typically land here when setting up a new account, onboarding team members, or adjusting how orders, invoices, and budgets flow through the system.

Rather than focusing on day-to-day procurement, this area controls the guardrails that everything else in SubBase follows. Changes made here affect how users interact with projects, how data is required or locked, and how information syncs downstream to accounting systems.


Who Can Do This

  • This section is primarily available to Admins.

  • Visibility and access may vary based on company configuration and role permissions.


Before You Start

  • You should understand your internal roles, approval flows, and cost structure before making changes.

  • Updates here can impact active projects, orders, and invoices.


What You Can See and Do in the Company Settings Tab

When you open Company Settings, you can see a set of clearly defined sub-sections that each control a different part of how SubBase behaves across your organization. Each section focuses on structure rather than execution.

You can review and manage users, define how access is granted, configure budgeting logic, and control how orders and invoices move through approval and accounting workflows.


Users

This section shows everyone who has access to your company account in SubBase. When you open it, you can quickly see which users are active or inactive, what role each person has, and how they are grouped across projects.

From here, Admins can invite new users, deactivate or replace users who have left the company, reactivate returning users, and manage access over time without removing historical activity tied to past projects, orders, or invoices.


Groups

Groups are used to organize users and projects together. When you open this area, you can see how projects are clustered by region, office, or business unit, and which users belong to each group. This directly influences what projects users can see across SubBase.


Permissions

The Permissions section gives Admins a clear, role-based view of what different user types can access across SubBase. When you open this area, you can see toggles and indicators for major functional areas such as Orders, Invoices, Commitments, and other core workflows.

These controls help ensure each role has the appropriate level of access based on responsibility, while preventing unintended changes to sensitive actions or financial processes.


Addresses

The Addresses section displays your company’s saved locations, such as headquarters, yards, or billing addresses. These addresses are used throughout SubBase for deliveries, documentation, and vendor communication.


Cost Codes

This section controls how cost tracking is structured across your company. When you open it, you can see high-level settings that determine how detailed your cost data is and how it is applied across projects.

These controls influence whether cost-related information is shared broadly or scoped more narrowly, and they shape how financial data flows through orders, materials, and invoices for reporting and accounting alignment.


Orders

Order Settings controls how order forms behave across the platform. When viewing this section, you can see options related to required fields, line-item visibility, order locking behavior, and email preferences. These settings ensure orders are created consistently and follow company rules before being sent to vendors.


Invoices

The Invoices section focuses on approval structure rather than individual invoices. Here you can see how project roles are assigned for invoice responsibility and how invoice statuses flow from review through posting. This ensures invoices move through the right people before syncing to accounting.


Other Settings

This section groups additional company-wide controls. You may see options related to public material requests, approval steps, tax handling, vendor pricing protection, order number generation, company branding, terms and conditions and more. These settings fine-tune how SubBase interacts with both internal teams and vendors.


Troubleshooting

I do not see Company Settings in my menu

This usually means your role does not have Admin access. Only Admins can view and manage Company Settings.

Users report missing access after a change

Group membership and permissions work together. If a user loses visibility, check both their role and their assigned groups.


FAQs

Does changing Company Settings affect active projects?

Some settings apply globally and may impact active workflows, while others only affect new records. It depends on the specific setting.

Can I undo a change in Company Settings?

Most changes can be adjusted again at any time, but SubBase does not maintain a version history for settings changes.

Are these settings tied to accounting integrations?

Yes. Cost codes, invoice workflows, and order behavior are often aligned with connected ERP or accounting systems.


Best Practices

  • Review Company Settings during initial onboarding before creating many projects.

  • Keep roles and permissions as simple as possible to avoid confusion.

  • Align cost codes and invoice workflows with your accounting team before enabling integrations.

  • Make changes intentionally and communicate them to your team, since these settings affect how everyone uses SubBase.

Did this answer your question?