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Managing Account Settings

Managing Account Settings


Account Settings controls profile updates plus tenant-level operational settings for admins.


Profile Basics


All users can:


  • Update their phone number.
  • Change their password.


Admin Settings


Admins can manage additional settings that affect the entire active tenant.


SMS Notifications


  • Admins can enable or disable tenant SMS automation from Account Settings.
  • In demo/trial mode, SMS controls are read-only.


Public Shop Name


  • Admins can set a public shop name used in customer-facing communication branding.
  • If not set, the tenant name is used as the default brand label.


Admin Doing Field Work


  • Admins can toggle whether they participate in field-work flows.
  • When enabled, the admin can appear in assignable technician-style selectors (for example, inventory location assignment and schedule-based tech views).
  • Admin field-work eligibility is tenant-scoped.


Technician Hourly Rates (Hourly Pay Mode)


  • In hourly pay mode, admins can set or update each technician's hourly rate.
  • Hourly rates are stored per technician and used by time-clock payroll calculations.


Tablet Dashboard Preference (Technician)


On supported tablet-sized devices, technicians can choose between dashboard tab layout modes in Account Settings.


Demo Mode Notes


When the active tenant is in demo/trial mode, certain write operations are intentionally restricted in settings and related pages.


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Updated on: 30/03/2026

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