# Settings

The Settings module manages organization-wide system configurations.

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# Company Settings

1. Click Settings.
2. Open Company Settings.
3. Update:

- Company Name
- Branding Subdomain
- Custom Domain
- Company Logo
- Click Update.

[![Kpic16.PNG](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/scaled-1680-/kpic16.PNG)](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic16.PNG)

## Functions

- Configure white-label branding
- Customize customer portal appearance
- Manage QuickBooks integration

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# User Management

1. Open the User Management tab.
2. To add a user:

- Click Add New Login
- Enter email address
- Assign role
- To remove a user:

- Click Remove Login

# [![kpic17.PNG](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/scaled-1680-/kpic17.PNG)](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic17.PNG)

## Functions

- Manage administrator access
- Assign user permissions
- Monitor user activity

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# Payment Processors

1. Open the Payment Processors tab.
2. Review available gateways:

- QuickBooks Payments
- Nexio
- Stripe
- Verify active integrations.

[![kpic18.PNG](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/scaled-1680-/kpic18.PNG)](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic18.PNG)

## Functions

- Process customer payments
- Enable Auto-Pay
- Configure recurring billing

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# Email Processors

1. Open the Email Processors tab.
2. Configure:

- Preferred Email Provider
- Default Sender Address
- BCC Addresses
- Configure SendGrid API settings if applicable.
- Click Update.
- Use Send Test Mail to verify email delivery.

[![kpic19.PNG](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/scaled-1680-/kpic19.PNG)](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic19.PNG)

## Functions

- Send invoices
- Deliver payment reminders
- Manage customer notifications

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# Integrations

1. Open the Integrations tab.
2. Configure:

- Google Sheets integration
- Service Account JSON
- Data Query URL
- API Tokens
- Click Update after changes.

[![kpic20.PNG](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/scaled-1680-/kpic20.PNG)](https://kbase.kwiqli.com/uploads/images/gallery/2026-06/kpic20.PNG)

## Functions

- Import usage data
- Automate invoice quantities
- Connect external billing systems