Navigate the Settings Page

What this guide covers

This guide gives you a map of the settings page so you always know where to find the configuration option you need. You will learn the difference between account settings, workspace settings, and company settings, and how to use the settings sidebar to navigate quickly.

Before you begin

• Any authenticated user can access their own account settings.
• Workspace settings and company settings require Admin or Owner permissions.
• Technician and Dispatcher roles can view the settings page but will only see the Account section.

Understanding the settings layout

Navigate to /settings from the left sidebar or by clicking your avatar in the top-left corner and selecting Settings. The settings page uses a two-panel layout:

• Left sidebar -- a vertical list of setting sections grouped by scope.
• Right panel -- the active section's form fields and controls.

Clicking a section in the left sidebar loads that section in the right panel without a full page reload.

Settings scopes

Settings are organized into three scopes:

Account settings

These apply to your personal account only. Changes here do not affect other members of the workspace.

Section	What you configure
Profile	Your name, email, avatar, and phone number
Password	Change your account password
Notifications	Email and in-app notification preferences

Workspace settings

These apply to the entire workspace and affect all team members. Only Admins and Owners can edit workspace settings.

Section	What you configure
General	Workspace name and default timezone
Roles	Custom role creation and permission management
Billing	Subscription plan, payment method, invoices
Integrations	QuickBooks, marketplace apps, API keys
Data	Export workspace data, data retention settings
Danger Zone	Workspace deletion (Owner only)

Company settings

These control how your company appears to customers on quotes, invoices, emails, and other outward-facing materials.

Section	What you configure
Company Info	Company name, phone, email, address
Branding	Logo, brand colors, accent colors
Quote Defaults	Default terms, expiration period, footer text
Invoice Defaults	Default payment terms, late fee policy, footer
Email Templates	Customize email subjects and body text

Step 1: Open account settings

1. Go to /settings.
2. The Account group is at the top of the left sidebar.
3. Click Profile to see your name, email, and avatar.
4. Make changes and click Save.

Updating your email

If you change your email address, JobsiteOn sends a verification email to the new address. Your email does not change until you click the verification link.

Updating your password

Click the Password section. Enter your current password, then your new password twice. Click Change Password to save.

Step 2: Open workspace settings

1. Go to /settings.
2. Scroll down in the left sidebar to the Workspace group.
3. Click any section to load it in the right panel.

General settings

• Workspace Name -- the name displayed in the app header and on team invitations.
• Default Timezone -- used for scheduling, due dates, and report date ranges when a user has not set a personal timezone.

Billing

The billing section shows your current plan, seat count, and payment method. Clicking Manage Subscription opens the billing portal where you can upgrade, downgrade, or update payment details.

Note: Only the workspace Owner can access the billing section. Admins see a "Contact your workspace owner" message instead.

Step 3: Open company settings

1. Go to /settings.
2. Scroll to the Company group in the left sidebar.
3. Click any section to load it.

Company Info

This is where you set the company name, phone number, email, and mailing address that appear on quotes, invoices, and customer-facing emails.

Branding

Upload your logo and set brand colors. See Set Up Your Company Branding for a detailed walkthrough.

Quote and invoice defaults

Set the default payment terms, expiration period, footer text, and late fee policy that prepopulate when you create new quotes and invoices. You can override these on individual documents.

Step 4: Find a specific setting

If you know what you are looking for but cannot find it in the sidebar:

1. Scan the section headers in the left sidebar. They are grouped by scope (Account, Workspace, Company).
2. Click into the most likely section and scroll through the fields.
3. If the setting is not there, check the next closest section.

Common setting locations

I want to...	Go to
Change my name or avatar	Account > Profile
Change my password	Account > Password
Turn off email notifications	Account > Notifications
Rename the workspace	Workspace > General
Manage team roles	Workspace > Roles
View or change my subscription	Workspace > Billing
Connect QuickBooks	Workspace > Integrations
Update company name or address	Company > Company Info
Upload a logo	Company > Branding
Set default invoice payment terms	Company > Invoice Defaults
Customize email subject lines	Company > Email Templates

Best practices

• Start with company settings during onboarding. Getting your company name, logo, and contact info set early means your first quote or invoice looks professional.
• Set notification preferences right away. Default notification settings may be noisier than you want. Adjust them from Account > Notifications within your first week.
• Review workspace settings quarterly. Timezone, roles, and billing should be reviewed as your team and operations evolve.
• Bookmark the specific section you visit most. The URL updates when you click a section, so you can bookmark /settings/branding directly.

Troubleshooting

I cannot see workspace or company settings

These sections are hidden for Technician and Dispatcher roles. Ask an Admin or Owner to make the change for you, or request a role upgrade.

I changed a setting but it does not seem to take effect

1. Refresh the page after saving.
2. If the setting affects other team members (e.g., workspace name), ask them to refresh their browser as well.
3. For branding changes, generate a preview quote or invoice to verify the update.

The billing section shows "Contact your workspace owner"

Only the Owner role has billing access. Reach out to the person who created the workspace.

I cannot find the setting I need

Check whether the feature you are configuring has its own settings accessible from the feature page. For example, schedule preferences may be accessible from /schedule rather than /settings.

FAQ

Can I reset all settings to defaults?

There is no single "reset all" button. Each section can be individually reverted to its default values.

Do settings sync across devices?

Yes. Account, workspace, and company settings are stored server-side. Changes apply immediately on every device.

Who can see my notification preferences?

Only you. Notification preferences are personal and not visible to other team members, including the Owner.

Can I export my settings?

Settings export is not available as a standalone feature. If you need a record of your configuration, take screenshots or use the workspace data export under Workspace > Data.

Are there API endpoints for settings?

API access to settings is not publicly documented at this time. Use the web interface for all configuration changes.

Related articles

• Set Up Your Company Branding
• Set Up Roles and Permissions
• Connect QuickBooks Online
• Invite Team Members