BidUnity DocsSettings
Settings
The company settings pages, who can edit them, and what other users see.
Settings holds your own profile and the settings your whole company shares: company details, users, vendors, margins and proposal defaults. Company admins set these up. Everyone else can look at most of them.
Open Settings
- Click Settings in the main menu and pick a page, or
- Click the person icon at the top right, then Profile and settings.
The left side of the Settings area lists the pages in two groups, Personal and Company.
Who can change what
- Company admins can change every company page.
- Everyone else can open the company pages and see what is saved, but can't change anything. Most pages say Only company admins can make changes to this page.
- Seller margin schedule shows only for company admins at companies set up as sellers (companies that sell parts to other companies through BidUnity).
- On the Calendar page, anyone can connect their own Google Calendar. Only company admins can change the calendar colors.
The settings pages
| Page | What it's for |
|---|---|
| Profile | Your own name, contact details, photo and units. See Update your profile. |
| Company profile | Your company's name, license, contact details, shop address and logo. |
| Users | Invite people, set their user type and work roles, and turn accounts off. |
| Vendors & multipliers | Choose the vendors you buy from and set a multiplier for each product group. |
| Inventory parts | List the parts your shop always keeps in stock. |
| Margin schedule | Default and minimum margins, and margins by project cost. |
| Seller margin schedule | The margins a seller company adds to parts it sells to buyers. |
| Proposal settings | How proposals show costs, default labor rates, default notes, and which sections clients see. |
| Terms & conditions | The terms copied into each new proposal. |
| Task workflow templates | The task workflows your company can start on projects. See Set up task workflows. |
| Calendar | Calendar colors and your Google Calendar connection. See Use the company calendar and Connect Google Calendar. |
For what each user type and work role can do across the app, see Roles and permissions.