Settings Overview
The Settings module provides comprehensive configuration options for your organization, users, and features. Configure organization-wide preferences, manage modules, and set up roles and permissions.
Access settings to customize Hidesc to your organization's needs.
General Settings
Configure organization-wide settings including company information and default preferences.
How to Configure
- Go to Settings > General
- Configure organization name and logo
- Set default timezone and date format
- Configure currency settings
- Click Save Changes
Organization Info
- Organization name
- Logo upload
- Company details
Preferences
- Default timezone
- Date/time format
- Language settings
Module Settings
Enable or disable features and configure module-specific options.
Tasks
Task management and tracking
Projects
Project organization and workflow
Chat
Team communication
Documents
Document storage and collaboration
OKR
Objectives and key results
Project Settings
Configure project defaults, templates, and permissions.
How to Configure
- Go to Settings > Project
- Configure default project status options
- Set required fields for projects
- Configure project templates
- Set visibility defaults
- Save settings
Settings Options
- Default project settings
- Status options
- Required fields
- Naming conventions
Templates
- Project templates
- Visibility defaults
- Default permissions
Task Settings
Configure task properties, defaults, and workflow options.
How to Configure
- Go to Settings > Task
- Configure status options (add/remove/rename)
- Set priority levels
- Configure default assignee rules
- Set required fields
- Configure task numbering
- Save settings
Task Status Options
Customize status options for your workflow
Priority Levels
Define priority levels for tasks
Default Values
Set default assignee, status, and priority
Required Fields
Define which fields are required when creating tasks
Contact Settings
Configure contact and client settings, custom fields, and contact types.
Contact Types
- Define contact types
- Set required information
- Configure display options
Custom Fields
- Add custom field types
- Set field requirements
- Configure default values
User Settings
Manage user preferences, defaults, and user management options.
How to Configure
- Go to Settings > User
- Configure user registration settings
- Set default user role
- Configure profile requirements
- Set password policy
- Save settings
Registration Options
Configure how users can register and join
Default Roles
Set default role for new users
Password Policies
Define password strength requirements
Chat Settings
Configure chat features, channel settings, and message options.
Chat Options
- Enable/disable chat
- File attachment limits
- Channel visibility
- Message history retention
Channel Settings
- Channel creation rules
- File sharing limits
- Message retention
Entity Settings
Configure custom entities, define custom fields, and set entity relationships.
Custom Entities
Create custom data entities for your organization
Entity Properties
Define properties and fields for each entity
Relationships
Set relationships between entities
Custom Forms
Create custom forms for data entry
Plans and Subscriptions
View current plan, upgrade/downgrade options, and manage billing.
How to Manage
- Go to Settings > Plans
- View current plan details
- Compare plan options
- Upgrade if needed
- Update billing information
Plan Details
- Current subscription status
- Feature comparison
- Usage limits
Billing
- Billing information
- Payment history
- Invoices
Invoice Settings
Configure invoice options, templates, tax settings, and payment methods.
How to Configure
- Go to Settings > Invoice
- Configure invoice prefix/numbering
- Set default payment terms
- Configure tax settings
- Customize template design
- Save settings
Invoice Numbering
Set prefix and numbering format
Payment Terms
Configure default payment terms
Tax Configuration
Set up tax rates and rules
Payment Methods
Configure accepted payment methods
Role Settings
Create custom roles and define role capabilities.
Go to Roles
Navigate to Settings > Roles
Click Add Role
Create a new custom role
Enter Details
Set role name, description, and permission level
Save Role
Save and assign permissions
Role Details
- Role name and description
- Permission assignment
- Hierarchy level
- Role inheritance
Permissions
Set role-based permissions to control feature access and data access rules.
| Permission | Description |
|---|---|
| View | See data and information |
| Create | Add new items |
| Edit | Modify existing items |
| Delete | Remove items |
| Manage | Full control over feature |
Guest Permissions
Configure external user access and set limited permissions for guests.
Guest Capabilities
- Define what guests can view
- Set actions guests can perform
- Restrict sensitive data access
Access Controls
- Project-specific access
- Time-limited permissions
- Data visibility restrictions
Best Practices
Initial Setup
- Complete general settings first
- Configure user roles and permissions
- Set up module-specific settings
- Review and test configurations
Maintenance
- Review settings quarterly
- Update as organization grows
- Audit permissions regularly
- Keep billing info current
Security
- Use strong password policies
- Limit admin access
- Regular permission reviews
- Enable two-factor authentication
Roles
- Create specific roles for needs
- Use least privilege principle
- Document role purposes
- Review role assignments