Use Settings to manage your organization, not to run its daily work. Nothing here creates or moves a business document. Most of it decides who can do what. The rest decides which modules the organization uses, how its printed documents look and which days it is closed. One screen, Preferences, holds your own choices.
Opening Settings
Click the square with your initials in the top corner of the screen and choose Settings. You can also press Ctrl+K (⌘K on a Mac) and type “settings”.
Settings applies to the organization that you are working in, which the foot of the sidebar names. If you switch organizations there, what you see here changes.
How It Is Laid Out
When you open Settings, the administration menu takes the place of the business navigation (sales, purchasing, stock and the rest) in the left-hand menu. Pick an entry and it opens beside the menu, so you can move between screens without going back to a landing page each time.
You land on the first screen that you can open, usually Members. When you are done, click Back to app at the top of the menu. Beelocity opens the dashboard and brings the business navigation back.
Settings holds Access Control and the screens that belong to the organization as a whole. They are grouped into blocks:
| Block | Screens | Use it to |
|---|---|---|
| Members & Roles | Members, Invitations, Roles | Bring people in and decide what their job lets them do |
| Permissions | Policies, Approval Workflows, Row Access, Field Visibility, Field Editability | Narrow that access with conditions, sign-off routing and filters |
| Structure | Hierarchy, User Assignments, Delegations | Model your org chart and hand over duties during an absence |
| Monitoring | Audit Log | Read back who did what, and when |
| Workspace | Modules | Choose which parts of Beelocity the organization uses. See Choosing Your Modules |
| Identity | Document Settings | Decide how your printed documents look |
| Calendar | Public holidays | List the days that the whole business is off. See Public holidays |
| Personal | Preferences | Choose how the app reads, and which notifications also email you. This screen needs no permission |
Hover an entry for a one-line reminder of what it covers. For an in-app explanation of every term above, click the information icon next to the word “Settings” at the top of the menu.
Preferences
Preferences is the one screen in Settings that belongs to you and not to the organization. It needs no permission, and nothing that you pick there changes anything for anyone else. It has two sections.
Numbers
The Number format decides how Beelocity writes amounts and quantities everywhere, from grids and dashboards to the till and its receipts:
- Match the language is the default. Numbers follow the language that you read Beelocity in, so
a French screen already writes
1 428,50with nothing to set. A figure that you type in a form follows it too, while you type it. 1 428,50 — space and commakeeps the Algerian style, whatever language you read.1,428.50 — comma and periodkeeps the English style, whatever language you read.
The change applies at once and everywhere, but only in the browser where you made it. A till tablet and an office laptop can each read figures in their own way.
Notifications
Notifications decides whether the items in your inbox also reach your mailbox. In-app notifications are always on. Email stays off until you turn on Email notifications. After that, every kind of notification emails you unless you untick it. Kinds marked In-app only never email you, whatever you pick. Press Save to keep your choices.
Unlike the number format, this choice belongs to your account and not to a browser, so it holds wherever you sign in. In the inbox, Notification settings in the ⋮ menu is a shortcut to this section.
Why It Is Not in the Sidebar
The sidebar is for daily work in the modules, such as sales, procurement, inventory, manufacturing, maintenance and treasury. Administration is occasional and belongs to a smaller group of people. So it sits behind the square with your initials and takes no permanent place in the sidebar.
Missing Entries
You only see the screens that your permissions allow, and a whole block disappears when you have permission for none of its screens. Preferences is always there, because it needs no permission, so every member can at least reach it. If you expect another screen and it is missing, you lack the permission for it. Ask the owner of your organization to give you the matching role in Settings → Members.