Overview

Settings Overview

concorbit settings control how your workspace looks, who can access it, how email is delivered, and how your subscription is managed. This guide explains how to navigate the settings area and what each section does.

Accessing Settings

Log in to your concorbit workspace.
Click the Settings link in the main sidebar navigation (the cog icon at the bottom of the sidebar).
You will land on the Settings hub: a single page listing every settings area as a card with a short description.

Settings is available to all users, but individual sections are gated by permissions. If you do not see a particular card, your role does not include the required permission. Ask your workspace admin to adjust your role if you need access.

Settings Sections at a Glance

The settings hub presents the following cards, in order. Each links to a dedicated page:

Section	Description	Required Permission
Modules	Activate and manage platform modules (CRM, Vault, Email, etc.).	settings.tenant
Subscription	Plan, billing, payment method, invoices.	settings.tenant
Payments	Connect Stripe to accept online payments from your customers.	settings.tenant
Brand	Logo, colours, typography, used by emails, portal, and proposals.	settings.tenant
SMTP	Outbound email transport for campaigns, portal links, invoices, and payment receipts.	settings.tenant
Workspace	Name, domain, localisation, and portal branding.	settings.tenant
Users	Manage team members, invite users, assign roles.	roles.manage
Roles & Permissions	Manage access control for your team (RBAC).	roles.view
Profile	Your name, password, timezone, and MFA settings.	Any logged-in user
Two-Factor Authentication	Set up or manage authenticator apps and passkeys.	Any logged-in user
Active Sessions	View and revoke your active browser sessions.	Any logged-in user
Support Access	Control whether the concorbit support team can sign in to your workspace.	settings.tenant
Audit Log	Full action history across the workspace.	audit.view
Webhooks	Outgoing webhook endpoints and delivery logs.	webhooks.manage
API Tokens	Manage personal access tokens for the concorbit REST API.	api.tokens
Trash	Recover recently deleted records before they are permanently purged.	settings.tenant
Data Export	Export all workspace data for backup, migration, or GDPR requests.	settings.tenant
Sub-tenants	Create, manage, and switch into client workspaces (Agency tier only).	partner.clients

If your workspace has not configured its own SMTP provider, concorbit routes emails through a shared platform mailer with a daily cap. When this fallback is active, the Settings hub shows a coloured banner at the top:

Accent (teal): the fallback is active and you have quota remaining.
Warning (amber): you are close to the daily limit (2 or fewer sends remaining).
Danger (red): the daily quota has been exhausted and email sending is paused until tomorrow.

Click the banner to go directly to the SMTP configuration page. Adding your own SMTP provider removes the daily limit entirely.

Permissions and Visibility

concorbit uses role-based access control (RBAC). Each settings section checks one or more permissions before rendering. If a user's role does not include the required permission, the card is hidden from the settings hub and the URL returns a 403 error if accessed directly.

See Roles & Permissions for a full breakdown of permission slugs and what they control.

Breadcrumbs: Every settings sub-page includes a back link to the settings hub.
Keyboard shortcut: Pressing G then S from any page in concorbit navigates to Settings.
Direct URLs: Each section has a stable URL you can bookmark. For example:
- /settings/smtp. SMTP configuration
- /settings/brand. Brand kit
- /settings/users. User management
- /settings/audit. Audit log

Recommended Setup Order

If you are setting up a new workspace, we recommend configuring settings in this order:

1. Workspace Identity

Go to Workspace Settings first. Set your organisation name, timezone, currency, and locale. These affect how dates, money, and labels appear across the entire platform.

2. Brand & Appearance

Next, visit Brand & White-Label Settings to upload your logo, choose your colour palette, and configure typography. These settings propagate to emails, the client portal, proposals, and invoices.

3. Email Delivery

Configure Email (SMTP) to ensure reliable email delivery. At minimum, add one SMTP provider to remove the platform fallback daily cap. For a fully branded experience, set up a custom sending domain with DKIM and SPF.

4. Roles & Permissions

Before inviting your team, define the roles they will need. Go to Roles & Permissions to review the default roles and create any custom roles for your organisation (e.g., "Sales Team", "Finance", "External Contractor").

5. Invite Your Team

With roles defined, go to User Management to invite team members. Each invitation includes a role assignment.

6. Security

Enable MFA enforcement for sensitive roles. Review Security & Authentication for best practices on two-factor authentication, session management, and account protection.

7. Modules

Visit Module Management to activate the modules your team needs. Deactivate anything you do not use to keep the sidebar clean.

8. Subscription

If you are still on a free trial, choose a plan from Subscription & Billing before the trial expires.

Settings and Tenant Relationship

Every concorbit workspace is a "tenant", an isolated environment with its own data, users, settings, and branding. Settings changes only affect your workspace and do not impact other concorbit customers.

If your workspace is a sub-tenant managed by an agency parent (Agency tier), some settings may cascade from the parent workspace. Specifically:

Brand settings can inherit from the parent tenant unless you override them.
Module availability may be controlled by the parent tenant's tier.
Billing may be handled by the parent (wholesale model) or by concorbit directly (direct model).

See Agency & Multi-Tenant Management for details on the parent-child relationship.

Settings vs Profile

It is important to understand the distinction:

Settings (accessible via the sidebar cog) are workspace-wide. Changes here affect all users. Examples: brand, SMTP, subscription, modules, roles.
Profile (accessible via Settings > Profile or the avatar menu) is per-user. Changes here only affect your own account. Examples: name, password, timezone preference, MFA.

Both are accessible from the Settings hub, but they serve different purposes.

Troubleshooting Settings Access

"I cannot see certain settings cards"

Your role does not include the required permission. Common fixes:

Ask a workspace admin to check your role in Settings > Roles & Permissions.
The specific permission needed is listed in the table above.

"I see settings but cannot save changes"

Some settings require a specific permission to edit, even if you can view the page. For example, roles.view lets you see the roles list, but roles.manage is needed to create or edit roles.

"Settings changes are not taking effect"

Most settings take effect immediately. If something seems stale, try a hard refresh (Ctrl+Shift+R or Cmd+Shift+R).
Email-related settings (brand logo in emails, SMTP changes) apply to future sends. Previously sent emails are not retroactively updated.
Portal changes take effect on the next page load for portal users.

What Next?

New workspace? Start with Workspace Settings to set your organisation name, timezone, and currency.
Need your brand on emails and portal? See Brand & White-Label Settings.
Inviting your team? See User Management and Roles & Permissions.
Setting up email delivery? See Email (SMTP) Configuration.
Want to lock down accounts? See Security & Authentication.