The Firm Settings section provides administrators and firm owners with full control over the system’s configuration, security, and operational governance. This area includes tools for:
- Configuring firm‑wide operational settings
- Managing user accounts and permission groups
- Monitoring login and system activity
- Creating and restoring backups
- Updating personal profile and integrations
These features ensure the firm operates securely, consistently, and in compliance with internal policies.
The Firm Settings category includes the following sub‑modules:
Each module is described below.
- Configure all firm‑wide operational settings that define how the system behaves.
- Company information
- General system defaults
- Accounting rules
- Invoice settings
- Financial settings
- Tax configuration
- e‑Payment setup
- Integrations
👉 See full wiki: Manage Settings
- Create, download, and restore system backups with owner‑verified security.
- View all system backups
- Download backup files
- Create manual backups (if enabled)
- Restore system state using a special security code sent to the Owner account
- Confirmation prompts
- Owner‑only restore code
- Restricted access to Admin/Owner roles
👉 See full wiki: Backup & Restore
- Monitor all user login activity and system access events.
- View login history
- Review device and browser information
- Review IP and location details
- Identify unusual or unauthorized access
- Mark events as suspicious (if supported)
👉 See full wiki: Activity Log
- Admin‑only module for managing system users and permission groups.
- Create and edit user accounts
- Assign system roles
- Assign permission groups
- Activate/deactivate users
- Manage group‑based permissions
- (If applicable) Enable/disable MFA per user
- Create permission groups
- Assign granular permissions
- Add/remove users from groups
👉 See full wiki: Manage Users
Personal settings for the currently logged‑in user.
- Update personal profile information
- Connect Outlook for email sending
- Connect OneDrive for cloud document storage
- Disconnect or refresh integrations
- Profile
- Outlook Integration
- Cloud Drives Integration (OneDrive)
👉 See full page: User Profile
The Firm Settings section ensures:
- Centralized administrative control
- Secure user management
- Reliable backup and recovery
- Transparent activity monitoring
- Personalized user integrations
- Consistent firm‑wide configuration
It is the backbone of system governance and operational stability.
The Firm Settings category provides a unified administrative environment for managing firm‑wide configuration, user access, security monitoring, and data protection. With modules for settings, backups, activity logs, user management, and personal integrations, it ensures the firm operates securely, efficiently, and consistently.
This section is essential for maintaining a compliant, audit‑ready, and well‑structured practice management system.