Settings overview
In brief: What each tab in Settings configures and who can change it.
The whole-firm configuration surface. Most of what you set here applies firm-wide and affects every user.
Where to find it
Sidebar → Settings.
What's in each tab
| Tab | What it's for |
|---|---|
| Firm | Trading name, registered name, addresses, regulator (HMRC / SRA / CILEx), supervisor number. Shows up on PDF reports + invoices. |
| Team | Invite users, change roles, deactivate. See the Team & roles guide. |
| Billing | Card on file, current plan, invoices. See Billing. |
| Services | Which client-facing services your firm offers. Drives default risk templates. |
| Notifications | Which compliance reminders email out to whom + cadence. |
| Integrations | Webhooks, partner API keys, OAuth clients, SSO. |
| Branding | Logo, primary colour, custom domain. Themes the firm app + verification portal + PDFs. |
| Risk → Templates | Customise the client-risk-assessment questions and scoring rules. |
| Risk → Firm-wide | Firm-wide risk assessment (MLR 2017 reg 18). |
| AML Compliance | PCP (reg 19), staff training (reg 24), independent audit (reg 21), internal SAR reports, MLRO appointments. |
| Webhooks | Outbound event subscriptions. |
Who can edit settings
- Owner / Manager — everything.
- Compliance officer — AML Compliance + Risk tabs only.
- Staff / Auditor — read-only.
Audit logging
Every settings change writes to the firm audit log with the user, timestamp, before/after diff, and IP. See the Audit log to inspect history — useful when something stops working and you need to know who flipped which switch.
Related
- First-run wizard — the guided setup for new firms
- Branding (firm-wide) — wallet + plan lives in Billing
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