Click on the Settings button in the top menu to access the system-wide settings for your business.



You will be taken to the Settings page where you will find the following tabs:


  • At a Glance - summary information about your setup (not currently in use)
  • Services - add, delete and modify Services
  • Team - add or remove team members and manage their permissions
  • Mailboxes - add, delete, modify and test mailboxes for use with email
  • Templates - add, delete and modify templates for use in emails, documents etc.


Click on the tab to access the settings you're looking for.