Settings

You can configure and manage various aspects of your business via the settings option.

• Roles: Provides information about all available user roles (e.g., e-invoice user, sales-only user, purchase-only user).

• Business Settings: Manage configurations such as adding a country or a VAT/legal entity.

• User Access: Facilitate the assignment of user roles.

• Workspace: Details related to the workspace and security configurations.

• Profile: Contains personal details such as name, email, etc.

• Email Configuration: Set up your email using SMTP.

• Integrations (API Clients): Your unique authentication keys for connecting your ERP or external systems to the ClearTax platform.