Firm Settings
Note: The specific settings available to your firm are configured by your administrator. You may see more or fewer settings than described here.
Settings (found under the Admin area) is where firm-wide configuration values are managed. Think of it as a list of switches and values that control how AECPulse behaves for everyone in your firm.
What settings control
Section titled “What settings control”Settings hold values that apply across the whole firm — for example, default rates, thresholds, contact information, or toggle options. The exact list depends on how your firm has been configured.
Types of settings
Section titled “Types of settings”Each setting has a name and an editable value. The value types you may see include:
- Yes/No — a toggle switch
- Number — a numeric value
- Currency — a dollar or monetary amount
- Date — a specific date
- Email — an email address
- URL — a web address
- Phone — a phone number
- Text — a free-text value
Editing a setting
Section titled “Editing a setting”- Go to Admin (the gear icon in the top bar).
- Select Settings.
- Find the setting you want to change.
- Click into the value field and make your change.
- Click Save to apply the change, or Reset to revert to the previous value.
Changes take effect immediately for all users in your firm.
Who can access Settings
Section titled “Who can access Settings”Only users with admin-level access can view and edit firm settings. If you don’t see the Settings option in your menu, your role doesn’t include this access. See Roles and access.