Navigate the Settings Page
Find personal, company, subscription, product, integration, security, and data controls in the grouped Settings experience.
Find personal, company, subscription, product, integration, security, and data controls in the grouped Settings experience.
Settings brings personal preferences, company setup, billing, product defaults, integrations, security, and data guidance into one grouped experience. This guide explains how to move through Settings on a computer, tablet, or phone and how JobsiteOn identifies plan-locked or unavailable controls.
Open Settings from the main navigation or your account menu. The standard
Settings link opens the grouped Settings home at /settings.
Settings has two parts:
The Settings home shows cards for every destination available to your role. Select a card or a navigation item to open that page. The current page is highlighted in the navigation.
Note: An older saved settings link can still open a classic settings page. Use the main Settings link when you want to return to the grouped Settings home.
Group headings organize the navigation and do not open a page themselves. Home also stays text-only. Each settings destination beneath a group has an icon to make the longer navigation easier to scan.
These pages are about your account and preferences:
These pages organize the company and the people working in it:
These pages explain the active subscription and its current consumption:
These pages hold defaults and controls for the tools your company uses:
These pages connect JobsiteOn with other services or move records between systems:
These pages provide company-level security visibility and data guidance:
Some destinations are visible only to a company owner or admin. The exact controls you can view or change can also depend on your role, active plan, and company status.
The rail stays visible while you move between settings pages. Each destination has its own URL, so you can bookmark a page you return to often.
You can also close the drawer with its close button or, when using a keyboard, with Escape. Opening the menu again returns you to the grouped navigation.
Each Settings page includes Learn near its title. Open it to see Help Center articles related to the page you are viewing. Articles open in a new browser tab, so your unsaved place in Settings is not replaced.
If a page does not have a focused guide yet, the Learn menu provides a link to browse the Help Center instead of sending you to an unrelated article.
A feature that requires a different plan stays visible so you can understand where it belongs. Its page shows:
Select Get the feature to review the available plan information. Opening that dialog does not by itself change your subscription. If you cannot manage billing, JobsiteOn tells you to contact the person who can review the plan.
JobsiteOn labels a control as unavailable when the interface cannot safely or fully perform that action. An unavailable control is disabled or omitted and includes an explanation where appropriate. It does not save a hidden change or pretend that setup succeeded.
For example, a security policy can appear as an informational availability card instead of an editable switch. Use the page's Learn menu or contact support when you need help with a control that is not available.
Some company settings use live company records. If you open one while working in sandbox, JobsiteOn asks before switching environments. When eligible setup can be copied into an empty live company, the dialog explains what will happen before you continue. Existing live setup records are preserved rather than overwritten.
| I want to… | Go to |
|---|---|
| Change my name or photo | Personal > Profile |
| Review signed-in devices | Personal > Sign-In & Security |
| Turn off a notification | Personal > Notifications |
| Update the company address | Workspace > Company |
| Upload a company logo | Workspace > Branding |
| Invite or deactivate a member | Workspace > Members |
| Review the current plan | Subscription > Billing |
| Check job or member capacity | Subscription > Usage |
| Change job defaults or job types | Products > Jobs |
| Update quote or invoice defaults | Products > Quotes or Invoices |
| Connect a mailbox | Integrations > Email & Inbox |
| Review company activity | Security & Data > Audit Log |
The page may be limited to owners or admins. Ask a company owner or admin to review the setting with you. A product may also require a plan that your company does not currently have.
Read the explanation on the page and open Learn for related guidance. Do not assume a disabled control changed company behavior. If the capability is required for your workflow, contact support or your company owner.
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