Overview
The Settings & Configuration section provides centralized management of your DiverDash system, company information, and team access. This is where you configure the foundational elements that support all other operations.
What You Can Configure
Company Management
Company Settings - Business profile, tax configuration, and payment setup
Team Management - User accounts, roles, and permissions
Key Configuration Areas
Business Setup
Complete company profile and contact information
Configure tax settings and financial accounts
Set up payment processing and billing preferences
Customize invoice templates and branding
Access Control
Create and manage user accounts for team members
Define roles and permissions for different job functions
Set up staff records for operational features
Manage security settings and access levels
Getting Started
Complete Company Profile - Set up your business information and branding
Configure Financial Settings - Set up tax rates, payment methods, and accounting
Add Team Members - Create user accounts and assign appropriate roles
Review Permissions - Ensure team members have appropriate access levels
Integration with Operations
Your settings configuration affects all other areas of DiverDash:
Financial settings impact transaction processing and reporting
Team management controls access to features and data
Company information appears on invoices and communications
User roles determine what team members can see and do
Best Practices
Security
Use the principle of least privilege when assigning roles
Regularly review user access and permissions
Keep company information up to date
Monitor user activity and access patterns
Maintenance
Review settings quarterly for accuracy
Update team access when roles change
Keep payment and tax information current
Document configuration decisions for future reference
This centralized approach to system configuration ensures consistent setup across all DiverDash features while maintaining security and operational efficiency.
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