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Settings is the configuration layer for your entire Softbooq workspace. Everything from your company profile and fiscal year to email providers, payment integrations, and subscription billing is managed here.

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What Settings owns

  • Tenant configuration — company profile, branding, currency, timezone, fiscal year
  • Integrations — connected third-party services (email, payments, banks)
  • Billing — your Softbooq subscription plan and usage

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Common tasks

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Complete your company profile

1

Open Settings → Company Profile

2

Fill in your company details

Enter company name, registered address, VAT/tax number, default currency, and timezone.
3

Upload your logo

Upload your company logo. It will appear on all invoices, quotes, and emails sent from Softbooq.
4

Set your fiscal year

Choose your accounting period start month. This is required before you can run any financial reports.
5

Save

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Connect your email provider

1

Open Settings → Email → Connect Provider

2

Choose your provider

Select from Microsoft 365, Google Workspace, SMTP, SendGrid, Mailgun, or Postmark.
3

Authenticate

Follow the provider-specific flow (OAuth for Microsoft/Google, API key for SendGrid/Mailgun/Postmark, credentials for SMTP).
4

Send a test email

Click Send Test to verify the connection is working before going live.

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Invite a team member

1

Open Settings → Users & Roles → Invite User

2

Enter their email address

3

Assign a role

Choose: Admin, Manager, Employee, Viewer, or Client. See Quickstart for a role breakdown.
4

Send the invite

They receive an email to set their password and access the workspace.

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Enable two-factor authentication

1

Open Settings → Security

2

Toggle Require 2FA

When enabled, all users in your workspace must set up 2FA on their next login.
3

Save

Existing sessions are not affected immediately — users are prompted at next login.

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Manage your subscription

1

Open Settings → Subscription & Billing

2

View your current plan

See your active plan, usage metrics (users, storage, modules), and next billing date.
3

Upgrade or downgrade

Click Change Plan to switch tiers. Upgrades take effect immediately. Downgrades apply at the next billing cycle.

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Key sections

Company profile — Name, logo, address, currency, timezone. Appears on all outgoing documents. Email — Connect your email provider. Supports Microsoft 365, Google Workspace, SMTP, SendGrid, Mailgun, and Postmark. Payments — Configure Wise or Revolut for outbound payment runs and bank reconciliation. Users & Roles — Invite team members, assign roles, and manage permissions. Security — Two-factor authentication requirements, session timeout, and IP allowlists. Subscription & Billing — View your plan, usage, and billing history. Upgrade or downgrade at any time.