Configure Firm Settings

Before you start: Changing firm settings requires admin access. If you don’t see the gear icon in the top bar, you don’t have this permission. See Roles and access.

Firm settings are values that apply across your whole firm in AECPulse.

Opening Settings

1. Click the gear icon in the top bar. The Admin area opens on its Roles tab.
2. Click the Settings tab.

You’ll see a list of all firm-wide settings, each with its name and current value.

Editing a setting

1. Find the setting you want to change.
2. Click into the value field next to its name.
3. Enter the new value. The type of input depends on the setting:
   • A toggle for Yes/No settings
   • A number field for numeric settings
   • A text field for text, URL, email, or phone settings
   • A date picker for date settings
   • A currency input for monetary settings
4. Click Save to apply the change.
5. Or click Reset to revert to the previous value without saving.

Changes take effect immediately for everyone in your firm.

Tips

• Settings changes are firm-wide and instant. Double-check before saving if you’re unsure.
• If a setting name is unclear, check with your AECPulse administrator or your firm’s documentation.

Related pages

• Firm Settings
• Roles and access
• Create and edit roles