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Settings & Configuration

Customize TheCompanyApp to match your workflow and business requirements.

Overview

Settings allow you to:

  • Manage company profile and branding
  • Configure user access and permissions
  • Manage subscription plans
  • Control notifications
  • Configure data privacy and sync
  • Customize app preferences

Access Settings from the Settings tab or gear icon.

Company Settings

Company Profile

Edit your company information:

  1. Navigate to Settings → Company Profile
  2. Update fields:
    • Company Name
    • Registered Country
    • Tax ID
    • Primary Contact Information
    • Business Address
    • Phone and Email
  3. Upload Company Logo (for invoices and documents)
  4. Save changes

Changes apply immediately across the app.

Branding

Customize how your company appears:

Logo Management:

  • Upload company logo (square format recommended)
  • Used on invoices, reports, and exports
  • Maximum size: 2MB
  • Supported formats: PNG, JPG

Color Scheme (Enterprise):

  • Customize accent colors
  • Invoice template colors
  • Report header styling

Tax Configuration

Set up tax handling:

Tax Rates:

  • Add tax jurisdictions
  • Set percentage rates
  • Enable/disable per order
  • Default tax behavior

Tax ID Display:

  • Show tax ID on invoices
  • Configure format
  • Regional compliance settings

Invoice Templates

Customize invoice appearance:

  1. Navigate to Settings → Invoice Templates
  2. Choose base template
  3. Customize sections:
    • Header layout
    • Company information placement
    • Payment instructions
    • Terms and conditions
    • Footer content
  4. Preview invoice
  5. Save template

Create multiple templates for different use cases.

User Management (Business/Enterprise)

Viewing Team Members

See all users with access:

  1. Navigate to Settings → Team
  2. View list showing:
    • Name
    • Email
    • Role
    • Last active
    • Join date
    • Status (Active/Pending/Inactive)

Adding Team Members

Invite new users:

  1. Tap Invite User
  2. Enter email address
  3. Assign role (see roles below)
  4. Optionally add personal message
  5. Send invitation

User receives email with CloudKit share link.

User Roles and Permissions

TheCompanyApp supports role-based access control:

Owner

  • Full access to all features
  • Can delete company data
  • Manages subscriptions
  • Adds and removes users
  • Only one owner per company
  • Cannot be changed or removed

Admin

  • Manage company settings
  • Add and remove users
  • Configure integrations
  • View all data
  • Cannot delete company
  • Cannot manage subscription

Manager

  • Approve orders
  • View reports and analytics
  • Manage inventory
  • Assign tasks
  • Limited settings access
  • Cannot manage users

Warehouse

  • Inventory management only
  • Create dispatches
  • Process returns
  • Update stock levels
  • No order creation
  • No financial data access

Sales

  • Create and manage orders
  • Access customer contacts
  • View inventory availability
  • No inventory adjustments
  • No warehouse access
  • Limited analytics

Finance

  • View financial reports
  • Manage payments and invoices
  • Access analytics
  • View orders (read-only)
  • No inventory access
  • No order creation

Custom Roles (Enterprise):

  • Create custom permission sets
  • Mix and match capabilities
  • Department-specific roles
  • Project-based access

Removing Users

Revoke access when needed:

  1. Navigate to Settings → Team
  2. Select user to remove
  3. Tap Remove Access
  4. Confirm removal
  5. User immediately loses access

Their previous work remains in the system with attribution.

Resending Invitations

If user didn't receive or lost invitation:

  1. Find user in Team list (shows "Pending" status)
  2. Tap user row
  3. Select Resend Invitation
  4. New email sent with fresh link

Subscription Management

Viewing Current Plan

Check subscription details:

  1. Navigate to Settings → Subscription
  2. View active plan information:
    • Plan Tier: Free, Business, or Enterprise
    • Team Member Limit: Current capacity
    • Features Included: What's available in your plan
    • Subscription Expiration: When plan renews or expires
    • Days Remaining: Time until expiration
  3. View usage statistics:
    • Active users vs limit
    • Storage used
    • API calls (Enterprise only)

Upgrading Plans

Move to a higher tier:

  1. Navigate to Settings → Subscription
  2. Tap Change Plan
  3. Review plan options and pricing
  4. Select new tier:
    • Business (up to 10 users, collaboration features)
    • Enterprise (unlimited users, AI, API access)
  5. Review feature additions:
    • What you'll gain
    • Effective date
    • Pricing details
  6. Confirm upgrade

Upgrade Effect:

  • Immediate access to new features
  • Prorated billing if mid-cycle
  • Team member limits increase
  • Additional features activate immediately

Downgrading Plans

Move to a lower tier:

  1. Navigate to Settings → Subscription
  2. Tap Change Plan
  3. Select lower tier
  4. Review important consequences:
    • To Free: Removes all team access, single user only
    • To Business: Limits to 10 team members, removes Enterprise features
  5. System shows confirmation dialog explaining:
    • Features that will be lost
    • Current subscription expiration date
    • When downgrade takes effect
  6. Confirm downgrade

Downgrade Behavior:

  • Takes effect at end of current billing period (like Apple App Store subscriptions)
  • Data remains intact
  • Removed features become inaccessible
  • Can upgrade anytime to restore features
  • Team members receive notification

Free Plan Limitations After Downgrade:

  • All team member access removed
  • Only owner retains access
  • CloudKit sharing disabled
  • Collaboration features inactive
  • Data preserved but not shareable

Restore Purchases

If subscription status isn't showing correctly:

  1. Navigate to Settings → Subscription
  2. Tap Restore Purchases
  3. System checks with App Store
  4. Updates subscription status
  5. Features reactivate if purchase found

Use this after:

  • Reinstalling app
  • Switching devices
  • Subscription not showing as active

Notification Settings

Push Notifications

Control what alerts you receive:

  1. Navigate to Settings → Notifications
  2. Enable/disable notification types:
    • Low Stock Alerts: When items fall below threshold
    • New Orders: When orders are created
    • Task Assignments: When tasks are assigned to you
    • Dispatch Updates: Shipment status changes
    • Payment Reminders: Invoice due dates
    • Team Activity (Enterprise): Team member actions
  3. Save preferences

System Requirements:

  • First enable notifications at iOS level: Settings → Notifications → TheCompanyApp
  • Then configure specific types within app

Email Notifications

Receive updates via email:

Daily Digest:

  • Summary of day's activity
  • Pending tasks
  • Critical alerts
  • Send time preference

Weekly Reports:

  • Week's performance summary
  • Key metrics
  • Top items and customers
  • Delivery on Monday morning

Monthly Analytics:

  • Comprehensive performance report
  • Trend analysis
  • Month-over-month comparison
  • Strategic insights

Custom Triggers:

  • Specific events
  • Threshold alerts
  • Custom conditions (Enterprise)

Configure in Settings → Email Notifications.

Notification Scheduling

Control when you receive alerts:

Quiet Hours:

  • Set start and end times
  • No notifications during period
  • Urgent alerts only (optional)

Do Not Disturb Days:

  • Disable notifications on specific days
  • Weekend quiet mode
  • Holiday settings

Data & Privacy

iCloud Sync

Manage cloud synchronization:

  1. Navigate to Settings → Data & Privacy
  2. iCloud Sync Status:
    • Connected/Disconnected
    • Last sync time
    • Sync in progress indicator
  3. Manual Sync:
    • Tap Sync Now to force immediate sync
    • Use when changes aren't appearing
  4. Conflict Resolution:
    • Automatic (recommended)
    • Manual review
    • Always keep newest
    • Always keep local

Sync Requirements:

  • Active iCloud account
  • Internet connection
  • iCloud Drive enabled for TheCompanyApp
  • Sufficient iCloud storage

Data Export

Create complete data archive:

  1. Navigate to Settings → Data & Privacy
  2. Tap Export All Data
  3. Choose format:
    • JSON: Complete data structure
    • CSV: Spreadsheet format (separate files per type)
    • PDF: Human-readable reports
  4. Select data to include:
    • All data
    • Orders only
    • Inventory only
    • Contacts only
    • Custom selection
  5. Generate export
  6. Save or share:
    • Save to Files app
    • Email to yourself
    • Upload to cloud storage

Use Cases:

  • Backup before major changes
  • Compliance requirements
  • Analysis in other tools
  • Migration preparation
  • Legal documentation

Data Deletion

Permanently remove company data:

  1. Navigate to Settings → Data & Privacy
  2. Tap Delete Company Data
  3. Read warning carefully
  4. Confirm you understand:
    • All company data will be deleted
    • All team members lose access
    • iCloud records removed
    • Action is irreversible
  5. Enter company password
  6. Confirm deletion

This Action:

  • Deletes all orders, inventory, contacts
  • Removes team member access
  • Clears CloudKit records
  • Cannot be undone
  • May take up to 24 hours to fully propagate

Only the company owner can perform this action.

Privacy Policy

Review how your data is handled:

  • Navigate to Settings → Privacy Policy
  • Read complete privacy documentation
  • Understand data storage locations
  • Review third-party integrations (Enterprise)
  • Contact support with questions

TheCompanyApp stores data exclusively in your private iCloud account. No third-party servers access your information.

App Preferences

Display Settings

Customize appearance:

Theme:

  • Light mode
  • Dark mode
  • Automatic (follows system)

Text Size:

  • Smaller
  • Default
  • Larger
  • Extra Large

Reduce Motion (Accessibility):

  • Disable animations
  • Simpler transitions
  • Improved performance on older devices

Default Views:

  • Which tab opens on launch
  • Default sort orders
  • Preferred list density

Scanner Settings

Configure barcode scanning:

Camera Permissions:

  • Grant camera access: iOS Settings → Privacy → Camera → TheCompanyApp

Scan Behavior:

  • Vibration Feedback: Haptic confirmation on successful scan
  • Auto-Capture Delay: Time before automatic capture (adjust for lighting)
  • Continuous Scanning: Scan multiple items without closing camera
  • Sound Feedback: Beep on successful scan

Barcode Formats:

  • Enable/disable specific formats to improve recognition speed
  • All formats enabled by default

Language & Region

Localization settings:

App Language:

  • Select display language
  • Affects all app text
  • Requires app restart

Date Format:

  • MM/DD/YYYY (US)
  • DD/MM/YYYY (International)
  • YYYY-MM-DD (ISO)
  • System default

Currency:

  • Select display currency
  • Currency symbol
  • Decimal separator
  • Thousand separator

Number Format:

  • Decimal notation
  • Thousand separator
  • Follows region settings

Integration Settings (Enterprise)

API Access

Configure API for external integrations:

  1. Navigate to Settings → Integrations
  2. Tap API Access
  3. Generate API key
  4. Configure permissions:
    • Read-only
    • Read and write
    • Specific endpoints only
  5. Set rate limits
  6. Save configuration

View API documentation for integration details.

ERP/CRM Connections

Connect with other business systems:

Supported Integrations:

  • QuickBooks
  • Xero
  • Salesforce
  • HubSpot
  • Custom integrations via API

Setup Process:

  1. Navigate to Settings → Integrations
  2. Select integration type
  3. Authenticate with external system
  4. Configure sync settings:
    • What data to sync
    • Sync frequency
    • Conflict resolution
  5. Test connection
  6. Activate integration

Webhooks

Real-time event notifications:

  1. Navigate to Settings → Integrations → Webhooks
  2. Add webhook endpoint
  3. Select events to trigger:
    • Order created
    • Inventory updated
    • Dispatch completed
    • Custom events
  4. Configure payload format
  5. Save webhook

Test webhooks before production use.

Backup & Restore

Automatic Backups

iCloud handles automatic backups:

  • Data syncs continuously to iCloud
  • CloudKit maintains version history
  • Recoverable if accidentally deleted
  • No manual backup action needed

Manual Backup

Create on-demand backup:

  1. Navigate to Settings → Data & Privacy
  2. Tap Create Backup
  3. Backup saved to iCloud
  4. Also export to Files for local copy

Restore from Backup

If data needs recovery:

  1. Contact support with backup date
  2. Support can restore from CloudKit history
  3. Alternatively restore from exported file:
    • Navigate to Settings → Data & Privacy
    • Tap Import Data
    • Select backup file
    • Confirm restoration

Support & Help

In-App Support

Access help resources:

  1. Navigate to Settings → Help & Support
  2. Options available:
    • Knowledge Base: Search help articles
    • Video Tutorials: Step-by-step guides
    • Contact Support: Submit ticket
    • Community Forum: User discussions
    • What's New: Recent updates and features

Support Levels

Support varies by subscription:

Free Plan:

  • Email support
  • 48-hour response time
  • Knowledge base access
  • Community forum

Business Plan:

  • Priority email support
  • 24-hour response time
  • Knowledge base access
  • Community forum
  • Guided onboarding

Enterprise Plan:

  • 24/7 phone and email support
  • 2-hour response time
  • Dedicated account manager
  • Priority bug fixes
  • Custom training sessions
  • Screen sharing support

Reporting Issues

Submit bug reports:

  1. Navigate to Settings → Help & Support
  2. Tap Report Issue
  3. Describe problem:
    • What you were trying to do
    • What actually happened
    • Steps to reproduce
  4. Attach screenshots if helpful
  5. Include device information (auto-populated)
  6. Submit report

Support team will respond according to your plan level.

Advanced Settings (Enterprise)

Custom Workflows

Configure automated processes:

  • Order approval workflows
  • Inventory replenishment rules
  • Dispatch routing logic
  • Task assignment automation
  • Custom notifications

Audit Logging

Comprehensive activity tracking:

  • User action logs
  • Data modification history
  • Access logs
  • Export audit trail
  • Compliance reporting

Security Settings

Enhanced security options:

  • Two-factor authentication requirements
  • Password complexity rules
  • Session timeout settings
  • IP restrictions
  • Device management

Best Practices

Regular Settings Review

Periodically verify configuration:

Monthly:

  • Review user access list
  • Check notification preferences
  • Verify tax settings
  • Update company information if changed

Quarterly:

  • Review subscription fit
  • Audit team permissions
  • Check integration health (Enterprise)
  • Update invoice templates if needed

Annually:

  • Complete security review
  • Update all company details
  • Export full data archive
  • Review and optimize workflows

Security Hygiene

Maintain secure operations:

  • Remove departed team members immediately
  • Use strong, unique company password
  • Enable two-factor authentication where available
  • Regular backup verification
  • Limit permissions to minimum necessary
  • Review audit logs regularly (Enterprise)

Performance Optimization

Keep app running smoothly:

  • Clear old data periodically
  • Archive completed orders
  • Optimize image sizes
  • Limit notification types to essential only
  • Update to latest app version

Troubleshooting

Settings Not Saving

If changes don't persist:

  • Verify internet connection
  • Check iCloud sync status
  • Force sync after changes
  • Restart app
  • Check iCloud storage isn't full

Can't Change Subscription

If plan changes are blocked:

  • Verify you're the company owner
  • Check App Store account is valid
  • Ensure payment method is current
  • Try restoring purchases first
  • Contact Apple Support for billing issues

Team Member Can't Access

If invited user can't join:

  • Verify invitation was sent
  • Check email didn't go to spam
  • Resend invitation
  • Confirm user has iCloud account
  • Verify subscription supports additional users
  • Check user has accepted CloudKit share

Sync Issues

If data isn't syncing:

  • Check internet connection
  • Verify iCloud is enabled
  • Check iCloud storage quota
  • Force manual sync
  • Sign out and back into iCloud
  • Restart device

Next Steps