Settings
Customize Elona CRM for your business needs.
In This Section
- Company Settings - Business profile and details
- Integrations - Connect with other tools
- User Settings - Personal preferences
Settings Areas
Company Settings
Configure business-wide settings:
- Company profile
- Invoice numbering
- Tax rates
- Currency
- Payment terms
Invoice Settings
Customize invoicing:
- Templates and branding
- Default terms
- Email templates
- Numbering format
Payment Settings
Configure payments:
- Payment methods
- Bank details
- Reminder schedules
Team Settings
Manage users:
- Roles and permissions
- User access
- Activity logging
Integrations
Connect external services:
- Accounting software
- Payment gateways
- Email services
Notifications
Control alerts:
- Email notifications
- In-app notifications
- Reminder settings
Accessing Settings
- Click Settings in the left menu
- Select the settings category
- Make changes
- Save
Who Can Change Settings?
| Role | Access |
|---|---|
| Owner | All settings |
| Admin | Most settings |
| Manager | Limited settings |
| Staff | Personal settings only |
Tips
- Review settings when first setting up
- Update company details when they change
- Test email templates before going live
- Document any custom configurations