System settings is where administrators configure the whole organization — the organization's identity, which modules are on, who the users are, what they can do, security, billing, and more. You'll find it under System at the bottom of the sidebar (visible only to users whose role grants it).
This page is the map. Each area has its own page with the details.
What's under System#
The System home is grouped into sections, with a Search settings box at the top that finds any system or module setting, including by words that aren't on the cards.
Section | Area | What it controls |
|---|---|---|
People & access | Inviting people and managing their accounts | |
Grouping people for access and assignment | ||
What each role can see and do | ||
Sign-in policy: two-step sign-in, passwords, sessions and network restrictions | ||
Organization | Name, timezone, domains, logos, business hours and automations | |
Your subscription, seats, and payment method | ||
Which modules are turned on | ||
Work roles and billing rates | ||
Resource capacity | Work schedules, holidays, skills and utilization targets | |
Email & calendar | Mail settings | How the organization sends email |
Email templates | Reusable emails, personal and shared | |
Calendar | Policy for syncing between calendars | |
Notifications | What people are told by default, and what they may change | |
Connections | HubSpot, QuickBooks Online, Stripe, Xero, Git, Notetaker (Attendee) and WordPress | |
Connecting AI clients to AspirePro | ||
Records | Document tags | Tags used on documents across modules |
A record of significant changes in the organization |
Below the sections, Module settings lists shortcuts to each module's own settings: Products & services, Lifecycle, Contacts, Sales, Tickets, Pro Cards, Projects, Planners, Finance (with agreements, pay rules and time workflows as tabs), HR, Knowledge and Forms. Which ones appear depends on the modules you've turned on and your permissions. Custom fields live in those module settings too. Lifecycle is always there for anyone holding Manage lifecycle, because Lifecycle is part of Companies; it also holds the two client health switches. Those areas are documented with their modules.
Recommended setup order#
Setting up a new organization? This order minimizes rework:
- Organization — set your name, timezone, and logos first; other things build on them.
- Features — turn on the modules you'll use. There's no need to enable everything; you can add modules later without losing anything.
- Roles & permissions — decide what your roles can do before you invite people, so everyone lands with the right access.
- Users — invite your team. They'll get an email to set a password and join.
- Teams — group people if you'll use teams for access or assignment.
- Security — set your sign-in policy; consider requiring two-factor authentication.
- Module settings — configure each enabled module's taxonomy (statuses, types, tags, pipelines, boards) so records have somewhere to go.
- Integrations — connect HubSpot, QuickBooks, Stripe, Xero, Git, calendar, and email as needed.
Personal vs. system#
Remember the split: System settings affect the whole organization and need administrator permission. Anything that affects only one person lives under Account settings — see Your profile & preferences.