Settings & admin¶
Settings is where an account is set up and looked after: who's in it and what they may do, how it looks and behaves, and what it's connected to.
To open it, click your name at the top right and choose Settings. The pages are listed down the left, in groups.
You see every page, but you can only change what your rights allow — each page here starts with a Who can do this box. Billing is the exception: it's hidden unless you have BC Account Access.
People¶
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Add and manage users
Add someone, change their details, send a login link, reset their two-factor authentication, remove them.
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User rights
What each person can see and do, their landing page, and their custom field levels.
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Manage teams
Give a group of people the same rights and the same view of your clients.
Your account¶
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General settings
Currency, font, business timezone, tax, email options, AI matching and colour themes.
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Client statuses
The stages your clients move through: add, rename, recolour, reorder and retire them.
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Text templates
Text messages written once and sent again, with the client's name filled in.
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Custom pages
Put a dashboard, report or map from another website in the BaseCloud sidebar.
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Billing
Credit, auto top-up, BaseCloud's invoices to you, and the cards on file.
Phone, WhatsApp and other apps¶
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Phone numbers and call routing
Get a number, record greetings, and decide who rings, when, and what happens after hours.
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Texting setup and call history
Who gets incoming texts, registering to text in the US, and every call with its recording.
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WhatsApp Business
Connect your WhatsApp number, write templates for Meta to approve, and route new chats.
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App connections
Connect Google Sheets, Xero, Stripe and other apps for your workflows and invoices to use.
Settings covered elsewhere¶
| In Settings | See |
|---|---|
| Domain Verification | Verify your domain |
| Automation | Workflow tasks |
| Pricebook and Standard Line Items | The Pricebook |
| Quote/Invoice Layout, Invoicing Settings and Tracking Categories | Set up invoicing |
| Email Templates | Email templates |
| Custom fields and custom tables | Manage custom fields and Set up tables and columns |