Docs / Pages
Account settings
Settings is one page with tabs for your profile, email, security and data, and, for the people who can use them, the organization, signing terms, the team and workspace deletion.
The supplier page is /settings (customers: /contractor/settings). It reads first: each section shows its current value, and writing happens only after you choose a button. The tab is in the address: /settings?tab=profile|notifications|security|organization|terms|team|delete. A tab is offered only to a role that holds one of its permissions; asking for one you may not use shows an access panel that names the permission. The old pages /profile, /admin and /admin/users redirect here (Profile and Team tabs), and old links such as /settings#kyb or /settings#email-preferences are sent to the tab that holds the section.
| Tab | Needs | Contents |
|---|---|---|
| Profile | anyone | name, email, role, title, phone, company, saved signature; Edit profile opens a side sheet (PATCH /v1/profile) |
| Notifications | anyone | which email you get and how often (dialog, Save or Cancel). Account security email is always sent |
| Security and data | anyone | sign-in (an email code or your company's single sign-on; no password), agent access, download my data (5 per hour), clear local data of this browser, sign out, delete my account (email and code confirmation) |
| Organization | org.settings or org.kyb | default credit terms and business verification |
| Signing terms | signatures.templates.manage | your own terms of sale and personal guaranty, written in the app and published for customers to sign: see Signing terms |
| Team | users.view | members, invitations, roles and ownership: see Team and permissions |
| Delete workspace | business.delete | the owner's deletion of the whole business workspace, with what is kept and the data export |
Organization tab#
- Default credit terms (
org.settings): the payment terms in days prefilled on Approve and Counter-offer: Net 30, Net 60 or Net 90 (stored as 30, 60 or 90 days), or the platform default (Net 30). A credit manager can still change the terms on each application. Saved withPATCH /v1/profile. - Business verification (
org.kyb, suppliers and customer Owner and Administrator): a status chip from the shared verification vocabulary (Not started, In progress, Verified, Failed) with one line saying what happens next, and one button. Not verified: Verify business. Started: Continue verification. In review: we email you when it is decided; nothing to do. Declined or expired: Start verification again with accurate details. Verified: nothing to do. The hosted check is run by our verification partner, Didit. The "Verify your business" step of Finish setting up links here (?tab=organization#kyb). WhenKYB_REQUIREDis on, a customer must be verified before submitting a credit application and a supplier before publishing.
Closing a dialog with Cancel or Escape discards unsaved edits.
Related#
Agent access is at /settings/agent-access for organization members, reached from Security and data.
Test ids: settings-tabs, settings-tab-<id>, settings-panel-<id>, kyb-status, profile-edit.