General settings

System-wide configuration lives at Admin → Settings (/admin/settings) and requires the admin_settings.manage permission. Settings are stored as key/value pairs; any value you leave untouched keeps its built-in default.

Company details

• Company name, support email, and support phone — used in outgoing communications.
• Default timezone — applied to new users (default America/Chicago).
• Invoice footer — text printed at the bottom of invoices.

Tickets & acknowledgements

• Require Type, Subtype, and/or Item on tickets.
• Auto-acknowledgement email sent when a ticket arrives by portal or email, with a customisable subject and body using tokens such as {ticket_number} and {contact_first_name}.
• Default and portal default boards for new tickets.

Other areas covered here

The settings page also groups CSAT/NPS feedback, time-tracking rounding and approval, quotes, monthly client reports, notifications (Teams/Slack webhooks), and login-security & session options. Security and session controls are covered in their own articles.

Click Save to apply changes. Each save is recorded in the audit log with a count of the settings changed.