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How to Find and Edit Account Settings

Instructions to locate and customise business settings

Updated over 7 months ago

Through Account Settings, managers can configure the core operational elements of the business. This includes editing HR documents such as contracts and compliance templates, creating or updating checklists, managing payroll settings like pay rates and superannuation, and setting permissions for staff. Account settings also cover departments, teams, locations and induction materials, ensuring the platform reflects current business requirements. This guide explains how to find and edit account settings.

Quick Guide

Finding and Editing Account Settings

  1. Click on the cog in the top right.

  2. From the drop-down menu, select Account Settings.

  3. At the top, you can view and edit key business details.

  4. Scroll to click through to key settings, such as HR Documents and Permissions.

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