General Settings
Your company's profile, branding, security controls, notification alerts, and admin contact — all in one place.
What is this?
General Settings holds tenant-wide configuration split across five tabs: Company, Branding, Security, Notification Settings, and Admin Department Details.
Why use it?
This is where you set your legal company details for invoicing, upload your logo, lock down access with IP whitelisting, and decide which account events email your admin.
Before you start
- Required role: Owner or Admin.
- Warning: once your tenant has financial transactions, Base Currency becomes locked and cannot be changed — this is intentional, to protect existing financial records.
How to open it
Settings › General Settings (the sidebar link opens an overview screen first — click the General Settings card on that screen to reach the tabs described below.)
How to use it
- Open General Settings and choose a tab: Company, Branding, Security, Notification Settings, or Admin Department Details.
- Edit the fields you need. Most are plain text fields or dropdowns.
- Click Save in the top-right of the panel.
- For Security and Notification Settings, toggles apply as soon as you click Save — there's no separate publish step.
Fields and options
Company tab
| Field/Option | What it does | Example | Important Notes |
|---|---|---|---|
| Company Name | Your registered company name. | AllHeart Web | Required. Known issue this field may not currently accept edits — see Common Problems. |
| Company Type | Your legal structure. | Private Limited | Required, dropdown. |
| Base Currency | The primary currency for billing and invoices. | USD – United States dollar | Locks automatically once financial transactions exist. |
| Currency Symbol | Symbol shown on invoices. | $ | Dropdown. |
| Currency Format | Number formatting style. | 123,456,789.45 USD | Dropdown. |
| Default Timezone | Used for scheduling and reports. | Asia/Kolkata (UTC+05:30) | Changing this can shift dates on attendance/reports — verify with a small test before relying on it tenant-wide. |
| Financial Year Start | Month your financial year begins. | January | Dropdown. |
| PAN Number | Tax ID for your company. | ABCDE1234F | Required. |
| Addresses / Banking Details | Company address(es) and bank account(s) on file. | — | Add via “Add Address” / “Add Bank Account.” |
Branding tab
| Field/Option | What it does | Notes |
|---|---|---|
| Favicon | Small icon in browser tabs. | Upload or paste an image URL. |
| Default Logo | Primary logo shown across the app. | Upload or paste an image URL. |
| Square Logo | Square version of your logo. | Used where a square asset is needed. |
Security tab
| Field/Option | What it does | Notes |
|---|---|---|
| Check Whitelist IP | When enabled, only requests from listed IPs can access the system. | Enabling this without a correct IP list can lock everyone out — double-check your current IP is included first. |
| Whitelisted IP Addresses | Comma-separated list of allowed IPs. | Only editable/relevant while whitelisting is enabled. |
| Extra Module Security | Enforces two-factor authentication on modules for extra protection. | Recommended for tenants handling sensitive data. |
Notification Settings tab
| Field/Option | What it does |
|---|---|
| Login Alert | Emails the admin whenever a new login is detected. |
| Signup Alert | Emails the admin whenever a new user registers. |
| Reset Password Alert | Emails the admin whenever a password reset is requested or completed. |
Admin Department Details tab
| Field/Option | What it does |
|---|---|
| Admin Email | Primary administrator email for system notifications. |
| Admin Name | Full name of the primary system administrator. |
| Admin Phone | Contact phone number of the primary system administrator. |
What happens after saving?
Confirmed by direct testing: toggling a Notification Settings alert, saving, and then reloading the page shows the new value correctly persisted. The same pattern is expected across the other tabs.
Common problems
Problem: Typing into the Company Name field doesn't change its value.
Why it happens: This is a known issue currently being tracked with engineering — the field visually behaves like a text box but doesn't accept edits.
How to fix: Contact EnOpSy support to update your company name until this is fixed.
Problem: The Base Currency dropdown appears greyed out.
Why it happens: This is intentional — once your tenant has recorded financial transactions, the base currency locks to protect historical records from being reinterpreted in a different currency.
How to fix: Contact EnOpSy support if you believe you genuinely need to change it; this typically requires a data migration, not a simple settings change.
FAQs
- Will changing my timezone reshuffle old records?
- This wasn't exhaustively tested across every report; treat a timezone change as a meaningful operation and verify a few known records afterward, rather than assuming zero impact.
- Who receives the Notification Settings alerts?
- The Admin Email configured on the Admin Department Details tab.