Settings
Settings
The Settings module is where you configure your CRM environment — from company branding and email delivery to team management and payment integrations. Changes made here affect the entire tenant.
Only users with the admin role can access Settings. Changes take effect immediately unless noted otherwise.
Company Information
Navigate to Settings → Company to configure your agency's core details.
| Field | Description |
|---|---|
| Company Name | Displayed on invoices, proposals, contracts, and emails |
| Logo | PNG or SVG, used on PDF exports and the client portal header |
| Address | Full registered address — printed on invoices |
| Website | Your agency's website URL |
| Phone | Company phone number (shown on invoices) |
| Company contact email (used as reply-to in client emails) |
After updating, click Save Company Info.
Upload a logo with a transparent background (PNG) at minimum 400px wide. This ensures it renders clearly on both screen and PDF exports without pixelation.
Branding
Navigate to Settings → Branding to customise the visual appearance of the client portal and PDF exports.
| Setting | Description |
|---|---|
| Primary Colour | Hex colour code used for buttons and accents in the client portal |
| Logo | Shared with Company Info — update in either place |
| Portal Tagline | Short line displayed under the logo in the client portal header |
Click Save Branding after making changes.
Use a colour that is readable on both light and dark backgrounds. Avoid colours that are very light (e.g. near-white) as they become invisible on a white portal background.
Email Settings (Resend)
The CRM uses Resend to send all transactional emails — invitations, proposals, invoices, contract links, and notifications.
Navigate to Settings → Email.
| Field | Description |
|---|---|
| Resend API Key | Your Resend API key (re_...) — from your Resend dashboard |
| From Email | The sending email address (e.g. hello@sonandigital.com) |
| From Name | The display name shown in the client's inbox (e.g. "SONAN DIGITAL") |
| Reply-To Email | Where client replies go (defaults to company contact email) |
Click Save Email Settings.
The From Email domain must be verified in your Resend account before emails will send. If emails are not being delivered, check your Resend dashboard for domain verification status.
The RESEND_API_KEY is also set as a Vercel environment variable. The Settings UI provides a way to update it without requiring a Vercel deployment. The UI value takes precedence.
Notification Preferences
Navigate to Settings → Notifications to control which events trigger notifications for your admin team.
| Event | Default | Description |
|---|---|---|
| New lead received | On | Notifies all admins when a new lead is created |
| Invoice paid | On | Notifies all admins when an invoice is marked paid |
| Contract signed | On | Notifies all admins when a client signs a contract |
| Contract declined | On | Notifies all admins when a client declines |
| Proposal approved | On | Notifies all admins when a client approves a proposal |
| Proposal declined | On | Notifies all admins when a client declines |
| Support reply | On | Notifies the assigned employee when a client replies |
Toggle any event off to suppress those notifications. Click Save Preferences.
Team Management
Navigate to Settings → Team to view and manage your employees.
Viewing the team list
The team list shows all users in your tenant:
| Column | Description |
|---|---|
| Name | Full name |
| Login email | |
| Role | admin or employee |
| Status | active or inactive |
| Last Login | Timestamp of most recent login |
Changing a user's role
- Click Edit on the user row.
- Select the new role from the Role dropdown.
- Click Save.
When you downgrade an admin to employee, they lose access to admin modules on their next page load. When you upgrade an employee to admin, the new permissions apply within seconds.
Deactivating a user
When an employee leaves:
- Click Edit on the user row.
- Toggle Active to off.
- Click Save.
A deactivated user cannot log in. Their historical records (time logs, ticket replies) are retained. To permanently delete a user, contact your Supabase project administrator.
Inviting new employees
See Onboarding — invitations are sent from the admin's Employees section, not from Settings.
Stripe Settings
Navigate to Settings → Stripe to configure online payment collection.
| Field | Description |
|---|---|
| Publishable Key | Your Stripe publishable key (pk_live_... or pk_test_...) |
| Webhook Secret | The signing secret from your Stripe webhook endpoint (whsec_...) |
Setting up Stripe
- Log in to your Stripe Dashboard.
- Go to Developers → API Keys and copy your Publishable Key.
- Go to Developers → Webhooks.
- Add a new webhook endpoint:
https://[your-domain]/api/webhooks/stripe - Select the event:
payment_intent.succeeded - Copy the Signing Secret.
- Paste both values into Settings → Stripe and click Save Stripe Settings.
Use pk_test_... keys for development and UAT testing. Switch to pk_live_... keys only when you are ready to accept real payments. The webhook secret is different for test and live modes — ensure they match.
The Stripe Secret Key (sk_...) is stored only in Vercel environment variables (STRIPE_SECRET_KEY) and is never entered into the CRM Settings UI. Do not paste it anywhere in the CRM.
Tenant Settings
If your CRM is running in a multi-tenant configuration, Settings → Tenant lets you manage tenant-level metadata:
| Field | Description |
|---|---|
| Tenant Name | Display name for this tenant (shown in the tenant switcher) |
| Tenant Slug | URL-safe identifier (read-only after creation) |
| Time Zone | Default time zone for date displays and cron scheduling |
| Currency | Default display currency for invoices and proposals |
Most SONAN DIGITAL deployments run as a single tenant. The tenant settings are relevant if you are running a multi-tenant setup (e.g. managing multiple brands). Contact your system administrator if you need to add or configure tenants.