Settings & Administration
Configure your organization, manage members and roles, and control the settings that shape how CCMonet works for your team.
Settings is where you set up your organization and control how CCMonet behaves — from your company details and the people who work in the account, to email, notifications and the audit log. You'll find everything under Settings in the sidebar.
Most settings pages are managed by the organization Owner. A few — your personal profile and your notification preferences — are available to every member.
Your organization
Company profile
Your registered business name, number, country and address.
Currency & fiscal year
Functional currency, fiscal year end and accounting settings.
Personal profile
Your own name, avatar and contact details.
People & access
Members & roles
Invite people and give each one the right role.
Custom roles
Build a role with exactly the permissions you need.
Records & documents
Tracking categories
Tag records by region, factory or any dimension.
Custom fields
Capture extra fields on bills, income and claims.
Email addresses
Forward bills, invoices and expenses in by email.
Email templates
Customize the emails sent to customers and vendors.
Administration
Notifications
Choose what you're notified about and how.
Operation trail
Review who changed what, and export the audit log.
Some settings shape how your books and reports are calculated — your functional currency, fiscal year end and the accounting controls on the Accounting & Operations tab. Those pages are flagged for review and defer the accounting specifics to your accountant.