Business settings
Find a business setting
Admins only
See which Settings page holds each business setting and which article explains it.
Where:SidebarSettings
- General: your business name, timezone, contact email, tagline and contact details for the portal. It also holds the Billing & Subscription card and, until you clear it, Sample Data.
- Branding: your logo, brand colour, a test email, and the Client Portal Message.
- Tasks: a default due date and staff review for new tasks.
- Reminders: reminder defaults, quiet hours and your review time limit.
- Notifications: which task events notify staff and how you receive notifications.
- SMS: turning on SMS and managing credits.
- Staff: inviting and managing staff.
Good to know
- Only admins can open Settings, and staff members do not see it in the sidebar.
- Settings apply to the whole business, except the phone number and delivery method on Notifications, which apply only to you.
Related
- Change your business nameUpdate the name Hydi shows your clients in emails, on their portal and on the invitation page.
- Upload your logoAdd your logo so clients see it in your emails, on their portal and on the invitation page.
- Set a default due date for new tasksHave Hydi fill in a due date for each new task, a set number of days after you create it.
- Invite a staff memberEmail a new staff member an invitation so they can set their own password and join your business.