Settings Module#

Company#

• Company Information (/settings/company) — your company's details and branding, plus feature toggles. This is the default Settings page.
• Branches (/settings/branches) — manage your company's branches and locations (list, add, view, edit).
• Wallet Management (/settings/wallet-management) — manage wallets and conversion rates. The page has two tabs: Wallets and Conversion Rates.
• Cloud Credentials (/settings/cloud-credentials) — configure cloud service credentials used by your company.

Users & Access#

• User Management (/settings/users) — manage active user accounts (list, add, view, edit).
• Inactive Users (/settings/inactive-users) — view deactivated accounts and restore them.
• AI Users (/settings/ai-users) — initialize and manage AI-powered automated accounts (for example, Sales AI and Payroll AI).
• User Invitations (/settings/user-invite) — send, resend, and cancel invitations for new users.
• Roles (/settings/roles) — define roles and their permissions (list, add, view, edit).
• Departments (/settings/role-group) — organize roles into departments (list, add, view, edit). Some departments are global/shared and are read-only.
• User Levels (/settings/user-level) — manage user levels and permission sets for different system modules (list, add, view, edit).

System Settings#

• Workflow Settings — configure approval workflows. There are four:
  • Purchase Request Workflow (/settings/workflow-purchase-request)
  • Delivery Status Workflow (/settings/workflow-delivery)
  • Liquidation Workflow (/settings/workflow-liquidation)
  • RFP Workflow (/settings/workflow-rfp) — choose which process template drives Treasury's Request for Payment maker → approve → release flow
• Cloud Credentials (/settings/cloud-credentials) — configure cloud service credentials (AI provider, SMTP email, Multibook ERP connection). Object storage is no longer per-company — see Developer → Storage.
• Slack Integration (/settings/integrations/slack) — install the Ante bot into your company's Slack workspace, enable or disable Slack delivery, and disconnect. Requires administrator permission.
• Endpoint Registry (/settings/endpoint-registry) — reference registry of system endpoints.
• FDD Registry (/settings/fdd-registry) — reference registry of form/document definitions.
• About (/settings/about) — system information and support resources.
• Developer Promotion (/settings/developer-promotion) — upgrade your own account to developer status (requires OTP verification).
• Demo Seed (/settings/demo-seed) — generate demo data. Only visible on companies tagged Demo; the full seed asks for confirmation since it clears existing data first.

Audit Trail#

• Audit Trail (/settings/audit-log) — who changed what, when, across all audited modules. The record is append-only.

Updating Company Information#

1. Open Settings (it opens on Company Information).
2. In the Company Information card, update the fields you need:
   • Company Name (required)
   • Company Code (required)
   • Business Type (required) — select from the dropdown
   • Industry (required) — select from the dropdown
   • Registration No
   • Main Currency (required) — select from the dropdown
   • Timezone (required) — searchable dropdown
   • Website, Email, Phone, TIN No, ZIP Code, Address
3. Click Save Changes.

On the same page you can also upload your company logo, manage the company handbook, configure the Login Security panel (new-device email verification, password expiry/history, idle timeout, concurrent-session restriction, inactivity deactivation, and a pre-login notice — see Company Information), and set the Purchasing panel's minimum canvass suppliers policy (see Company Information). Company-wide HR settings — Time Tracker, overtime/timekeeping rules, payroll thresholds, and email notifications — are managed separately under Manpower → Configuration → Settings.

Adding a User#

1. Go to Settings → User Management (/settings/users).
2. Click Add to open the new-user form.
3. Fill in the details. Required fields are:
   • First Name
   • Last Name
   • Email
   • Username
   • Password (with Confirm Password)
   • Role
4. Optional fields include Middle Name, Date of Birth, Gender, Civil Status, Contact Number, address fields (Street, City, State/Province, Postal Code, Country), and Supervisor.
5. Save to create the user.

Inviting a User#

1. Go to Settings → User Invitations (/settings/user-invite).
2. Click Invite User to send an invitation.
3. For existing pending invitations you can Resend or Cancel them.

Restoring an Inactive User#

1. Go to Settings → Inactive Users (/settings/inactive-users).
2. Find the deactivated user and restore the account.

Creating a Role#

1. Go to Settings → Roles (/settings/roles).
2. Click Add.
3. Provide:
   • Name (required)
   • Department (required) — select from the dropdown
   • Parent Role (optional)
   • Full Access (toggle)
   • Description (optional)
4. Save the role, then assign it to users.

Managing Departments#

1. Go to Settings → Departments (/settings/role-group).
2. Add a department by clicking Add and entering a Name (required) and optional description.
3. Roles are organized under departments. Global (shared) departments cannot be edited.

Configuring an Approval Workflow#

1. Go to the workflow you want under System Settings — Purchase Request, Delivery Status, or Liquidation.
2. The page lists the workflow's stages and the transitions between them.

Initializing an AI User#

1. Go to Settings → AI Users (/settings/ai-users).
2. Choose an available AI user type (for example, Sales AI or Payroll AI) and click Initialize.

💡 Note: Settings access is restricted based on your permissions. If a page or section is missing, contact your administrator for access.