Settings
Manage your team and system configuration
Team Members
Invite users and manage roles
No users found
Financial Targets
Set monthly breakeven for dashboard tracking
Google Chat Notifications
Send alerts to a Google Chat space via incoming webhook
In Google Chat, go to the space settings → Apps & integrations → Webhooks → Add a webhook, then paste the URL here.
Bulk Client Management
Allow bulk selection and deletion of clients from the CRM
Bulk select and group delete is currently disabled. Individual client deletion remains available.
Storage
Dropbox integration is the primary storage backend. All media files are stored in Dropbox and linked via metadata in the portal.
Connection StatusNot Connected
Connect Dropbox via the integrations panel to enable media uploads and sync.
Permissions
Role-based access control is enforced across all modules. Three roles are supported with configurable permissions.
Admin
Project Manager
Editor