Reading the Settings screen
On this page
Settings live in two places. Settings that affect only you are under “Settings” in the navigation; settings that affect the whole company are under “Organization settings” in “Manage”. This article shows which screen and which item changes what.
What you can do
Everyone can open “Settings”. “Manage” is a tab only admins and managers see, and each item under “Organization settings” opens as its own screen (select “Manage” at the top to return to the list). Some items are hidden depending on your plan or environment. Billing and add-ons are switched under “Plan & billing” in “Manage”.
Reading the screen
“Settings” (everyone)
- “Profile photo” — your icon on the feed and board.
- “Report language” — the language you write in (multilingual add-on). Multilingual entry
- “Language” — screen and email language. Display language
- “Use as an app” — Add to your home screen
- “Reminder emails to me” — turn each email off; set your deadline.
- “Google Calendar” — paste the day's events in. Insert calendar events
- “Support & contact” and “Delete account” sit at the bottom. Admins and managers also see an “Organization settings & billing” row above them that opens “Manage”.
“Organization settings” under “Manage” (admins and managers)
- “General” — time zone, reminder deadline, digest time, team-mention emails.
- “Holiday settings” — public holidays and company days off. Holidays
- “Features” — switch “Photo taken-at timestamps”, “Report sign-off” and “Print/PDF & external share links” company-wide. Data stays. US companies do not see the last two rows.
- “Team wall” — how widely reports are shared. Team wall
- “Filling & viewing settings (for inspections/checklists)” — fill order and pinned fields.
- “Reactions” — your own image stamps. Register custom reactions
- “Voice-entry spelling dictionary” — site and product names. Voice dictionary
- “Daily report PDF email (approval required)”. Email report PDFs
US companies also see “Site location”.
FAQ
- I cannot find “Organization settings” — it is not shown to members. Ask an admin or manager to make the change.
- I saved but nothing changed — after “Save”, check that a “Saved” banner appears at the top of the screen. If not, save again.
- Where do I switch add-ons? — “Plan & billing” under “Manage”. Add-ons