Setup

Everything that shapes how the system works, grouped by what it is about. Start here when you look for a setting and do not know where it lives.

Where

System › Setup

Who

Anyone allowed to see this screen. You see only the categories you may open.

Find the category. Each one has a name, one line about what it holds, and how many sections are inside, for example Staff, Companies, Channels, Leads or Finance.

Press Open → on it. A category with several sections opens its own page of sections; a category with one opens that screen at once.

Or type a word in the search box at the top, for example tax, roles or email, and open the result.

The bar under the top of the screen holds the same places in short: Setup, Custom PDF, Company, People and Lists.