Workspace Settings
Tenant settings from the Settings drawer — workspace, people, modules, billing, and security.
Tenant settings from the Settings drawer — workspace, people, modules, billing, and security.
Discover, install, and save which EDGE Sword modules are active for your workspace.
Connect Facebook, WhatsApp, Sage 200, Google Calendar, HookTrace, and more from Configuration → Integrations.
Update your name and photo, and enable browser push alerts on this device.
Navigate the Settings drawer from Application through Security, and find workspace, people, modules, and billing controls.
Enable the AI assistant, review token usage, and set daily and monthly limits per user.
Link Google or Slack for faster sign-in and control whether each provider works for your user.
Set workspace name, logo, helpdesk email, timezone, currency, and country/region from Settings → Settings.
Check your installed app version and apply progressive web app updates when a new build is available.
Connect and verify a custom hostname for your workspace under Settings → Domain.
Set the default landing page each role sees immediately after login.
Customize login logo, heading, and background video for your verified custom domain.
Define commission rules by deal type, set lock days, and manage tiered payout structures.
Choose a primary and secondary color palette that applies to every user in the workspace.
Switch your Account Statement table between cash-flow and general ledger debit/credit columns.
Invite users, bulk import, assign roles, and manage PIN, 2FA, and account status from Settings → Members.
Configure bank accounts, invoice numbering, fee types, and default payment terms.
Review your EDGE Sword plan, usage limits, price breakdown, and download subscription invoices.
Stream live iPhone GPS from HookTrace into EDGE Sword for field-team and live-map visibility.
Try optional visual effects such as liquid glass — stored locally in your browser.
Create teams, assign up to four leaders, and add members from Settings → Teams.
Enable TOTP two-factor authentication and register passkeys for passwordless sign-in on your account.
OAuth-connect Sage 200 Standard or Professional, pick company and site, then sync master and transactional data.
Create, duplicate, import, and manage role permissions from Settings → Roles & Permissions.
Transfer ownership from inactive users, clean up tasks, format payment IDs, and migrate ledger entries.
Connect your Google account for calendar sync and Meet links — per user, separate from Google sign-in.
Monitor workspace file storage consumption and breakdown by media type.
Organize products with a category taxonomy from the Fields → Products tab.
Upload product images and match them to catalog items by SKU or name from Configuration.
Update product RRP and barcodes from a spreadsheet keyed by SKU under Configuration.