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CCTVpilot Support

Settings Overview

The Settings page is the control center where you manage your account, fine-tune app behaviors, and brand your company documents. Taking a few minutes to fill out these tabs ensures your workspace is tailored perfectly to your business needs.

The 7 Core Settings Tabs

Section titled “The 7 Core Settings Tabs”

Your settings page is divided into seven distinct sub-pages, accessible right from the internal left sidebar panel:

1. Company Details

Section titled “1. Company Details”

  • What it does: Stores your core identity elements like business logo, operating name, registration numbers, and public contact information.

  • Document Impact: These values automatically brand your generated Quotations, Invoices, and Receipts.

2. Banking

Section titled “2. Banking”
  • What it does: Records your bank’s name, branch location, and your account numbers.
  • Document Impact: Prints direct transfer instructions onto the bottom of customer Quotations, Invoices, and Receipts so you can get paid faster.

3. Preferences

Section titled “3. Preferences”
  • What it does: Controls global interface preferences such as measurement units (Metric or Imperial), layout date formats, default baseline installation fees, and project name prefixes.
Section titled “4. Legal Documents”
  • What it does: Provides a drag-and-drop space to upload your official corporate Terms & Conditions PDF file.
  • Document Impact: Automatically bundles your legal requirements into customer Quotation prints.

5. Account Security

Section titled “5. Account Security”
  • What it does: Houses your private user management controls. You can safely alter your login email address, change your password, or request to permanently delete your user account from the platform.

6. Connected Accounts

Section titled “6. Connected Accounts”
  • What it does: Displays third-party profiles linked to your authentication methods. Link services like Google here to sign in with single-click actions.

7. About

Section titled “7. About”
  • What it does: Displays your app version, update checker, and links to support portals, legal documents.

How to Find and Open Settings

Section titled “How to Find and Open Settings”

Follow these simple steps to find and open the settings page:

  1. Look down at the absolute bottom of your left sidebar layout.
  2. Click on your Profile Icon (the button tracking your company name and email string) to pop open a menu and select Settings (marked by the gear icon ⚙️).