Settings
Settings is the workspace control center. The app bar runs left to right through Account, Company, Domains, Emails, Website, Legal Pages, Payments, Taxes, Shipping, API, Notifications, Security, and Subscription—each matches a subsection below.
Opening Settings
Click the gear icon or open Settings from Search; individual tabs also appear as jump targets in search.
What each app is for
Account — Your photo, contact details, language, timezone, and how dates and times display.
Company — Workspace name, logo, address, tax IDs, default currency, and text that repeats on quotes and invoices.
Domains — Your platform subdomain, custom domains, verification and SSL status, optional DNS record editor, and plan limits on how many custom domains you can attach.
Emails — Professional Email (verified address on your domain) or SMTP / IMAP for a personal mailbox, plus per-account signature and sender name.
Website — Per-workspace theme (colors, fonts, menu, container, header), logo and favicon, embedded Languages panel (or full Website languages screen), auto-save, and bulk refresh of existing Website pages when the theme changes.
Legal Pages — Required and optional policies, rich-text editor, per-user legal disclaimer, cookie-banner on/off, and public Preview / copy-link for each completed document.
Payments — Stripe connection, payment methods shoppers see, and optional automated payment emails.
Taxes — After Stripe is connected: pick no tax, Stripe Tax, or manual tax rules for checkout and documents.
Shipping — Connect real carriers with their login details, or use Custom Carrier to set your own delivery name and prices by country zone; physical Products need weight and dimensions for checkout.
API — Connect Apple Calendar for your appointments, and Peppol (via Peppyrus) to send and receive e-invoices and credit notes—separate from Payments and Emails.
Notifications — Per workspace and per person: two toggles (In app / Email) on each event, grouped into cards (Audience & Email, Team, Billing, Security, Integrations, Calendar, Imports & Exports).
Security — Password with a live checklist, authenticator-app 2FA with recovery codes, and active session details (up to two concurrent sessions per user).
Subscription — Your Okinta plan, renewal, and platform invoices (not customer finances).
Permissions
Sensitive areas such as Payments, Taxes, or Domains may be limited to admins. Other members could see read-only states or fewer tabs.
Suggested onboarding order
Fill Company and Taxes before your first invoice, connect Payments before you sell through funnels, and verify Domains before marketing a new public URL.
Topics in this section
Account
Your Account is about you as a person: photo, contact details, and how dates and times look in the app. Company legal and billing identity lives under Company, not here.
Open guide →Company
This is your workspace company profile: name, logo, contact details, and tax-related fields that appear on invoices, quotes, and other customer-facing documents.
Open guide →Domains
Every workspace has a public address on the platform host (your-subdomain plus the app suffix shown on the app). You can add one or more custom domains so visitors use your own hostname. The All domains list shows each h…
Open guide →Emails
Connect mailboxes so Audience conversations, campaigns, and transactional sends can go out as your brand and, for SMTP / IMAP, sync inbound mail into Conversations. The app offers two connection styles side by side, then…
Open guide →Website
Defaults for the public Website builder and for Sales funnels branding: color system, typography, navigation layout, header treatment, and container width. Individual pages can still override pieces in the Pages editor—t…
Open guide →Legal Pages
Pick a workspace first—legal content is stored per company. Without a workspace you only see a short prompt to select one.
Open guide →Payments
The main card shows whether Stripe is connected for your current company, when it was linked, and your next step if it is not.
Open guide →Taxes
Choose how tax is handled for your company: no tax, Stripe Tax (calculated by Stripe), or manual rules you maintain in Okinta. Checkout and financial documents use whatever mode is active once Payments is connected.
Open guide →Shipping
Connect real shipping carriers so checkout can request live rates and services for physical catalog items. The screen explains that only physical products use these connections; digital and services do not.
Open guide →API
Open Settings → API to connect outside services to your workspace. Right now you will see two cards: Apple Calendar (for your personal appointment sync) and Peppol (Peppyrus) (for electronic invoices at company level).
Open guide →Notifications
Preferences apply to you in the workspace you have selected—switching companies loads that workspace’s saved choices. The page title and short intro match the in-app copy: you decide what arrives in the app versus by ema…
Open guide →Security
Change your password with current, new, and confirm fields. A live checklist shows every rule at once: at least 8 characters, upper and lower case, a number, and that the new password is different from your current one; …
Open guide →Subscription
See your Okinta plan name, status badge, billing cycle, renewal window, and whether cancellation is scheduled at period end.
Open guide →
