1. Settings: Overview

The Settings module is your CRM’s central control panel for defining how the system behaves, who can access it, and what your users see. It’s divided into three main areas—Configurations, Translations, and Texts—each of which governs a distinct layer of functionality or content. By adjusting these settings, you ensure your CRM adheres to your organization’s security policies, workflow rules, and brand voice.

Within Configurations, you’ll set the groundwork for system operations: lock down access with IP whitelists, define session timeouts and multi-factor login options, and model your business processes through custom statuses, client types, and multi-step verification levels. You also manage which languages are available to your users and how the CRM categorizes and verifies different classes of clients and requests, ensuring both compliance and tailored user experiences.

The Translations and Texts sections let you master your user-facing copy. Translations handles short UI elements—buttons, labels, and messages—while Texts covers longer notifications, legal disclaimers, and rich-text content. Together, they provide a complete workflow for adding, editing, searching, and locking multilingual content, so you can roll out a fully localized, on-brand interface across every module.