How to Manage Account Settings and Users in the CRM

Account Settings is where the company-wide configuration lives — your business info, billing, and your team. It's only visible to superusers; everyone else on your account won't see a Settings link at all.

Company Details

Set your business address here — street, suite, city, state, postal code, and country.
A Custom Domain field lets you point your own domain at your Tropical Hill subdomain via a CNAME record, if you want your site reachable at a domain you already own.

Invoicing

Upload your Company Logo here — it's what actually appears on your invoice and estimate PDFs, so this is the one place worth setting up before you send your first one out.
Set a Default Tax Rate that pre-fills on new estimates and invoices. It's just a starting point — you can still override the tax rate on any individual document.

Lead Sort Order

Build the default sort order for your Leads grid by adding statuses and/or tags into a list and reordering them — see our Leads guide for how that sort order actually affects the grid and the Tasks page.

My Plan

See your current billing status at a glance — Trial, Active, Past Due, Canceled, Expired, or Pending — with a countdown if you're still in a trial period.
Manage Billing takes you to the Stripe Customer Portal, where you update your payment method, view past invoices, and cancel your plan — this isn't handled in-app, it hands off to Stripe directly.
A Compare Plans section lets you switch plans without leaving the CRM: moving between paid plans applies immediately with prorated billing, while starting a brand-new subscription opens an embedded Stripe checkout right there on the page.

Managing your team (Users)

The Users grid shows Username, Email, Name, Status (Active/Inactive), and Role (Admin, Staff, or User).
Inactive users are hidden by default — check Show Inactive to see them.
Click + Add User to create one: Username, Email, and Password are required; First Name, Last Name, Active, Staff, and Superuser are optional (new users default to Active, non-Staff, non-Superuser).
Double-click an existing user to edit them. The password field is optional when editing — leave it blank to keep their current password, or type a new one to reset it. There's no separate "reset password" action; this is how an admin resets a teammate's password.

Deactivating vs. deleting a user

Deactivating (unchecking Active) keeps the user's record intact and just hides them and blocks their login — this is the reversible option.
Deleting a user removes them permanently. You can delete from the right-click menu on a row, or select multiple users and use the bulk delete button.
A tenant always needs at least one active superuser — if a user is your only one, their Active and Superuser checkboxes are disabled and they can't be deleted until you promote someone else to superuser first.

Seat limits

Your plan caps how many active users you can have — inactive/deactivated users don't count against that limit.
There's no seat counter shown in the Users page itself — if you try to add a user past your plan's limit, you'll get an error message telling you to upgrade only after you submit the form, not a proactive warning beforehand.
Worth knowing: this check only applies when a non-superuser account creates the new user. If you're a superuser adding a teammate, the seat limit isn't enforced against you specifically — though your plan's actual seat allowance obviously still reflects what you're paying for.

A few tips

Set your logo and default tax rate on day one — both are easy to forget until your first invoice is already halfway built.
Deactivate departing employees rather than deleting them if you'll ever need their name to show up correctly on old tasks, jobs, or communication history.
If you're approaching your seat limit, check My Plan before you need the next hire — it's a one-click upgrade from there instead of a blocked "Add User" attempt at a bad moment.
Promote a second superuser early. Being the sole superuser means you can never fully deactivate your own account, and it's one more single point of failure if that one account has an issue.