Settings Overview
The Settings section in EaseInventory allows you to customize your account, manage your business information, configure payment methods, and control team access. All settings are organized into intuitive tabs for easy navigation.
Access Settings by clicking the Settings icon in your dashboard sidebar, or by clicking your profile avatar and selecting "Settings."
Profile Settings
Manage your personal account information:
Personal Information
Update your name, email address, phone number, and profile picture. Your email is used for login and notifications.
Password & Security
Change your password regularly to keep your account secure. Enable two-factor authentication (2FA) for additional security.
Login Preferences
Choose whether to log in with email/password or Google OAuth. Update your default workspace on login.
Notification Preferences
Control which emails you receive - low stock alerts, invoice reminders, billing notifications, and team updates.
Business Information
Configure your business details and compliance information:
Business Details
Update your company name, GST number (GSTIN), business address, phone, and email. These details appear on all invoices.
Business Branding
Upload your company logo and customize the branding on invoices and documents. Set your company tagline and description.
Banking Details
Add your bank account details for COD collections and refund processing. This is required for certain payment methods.
HSN & Tax Settings
Configure your default HSN code, tax classification, and GST registration type (Regular/Composition).
Currency & Localization
Customize how EaseInventory displays information for your region:
Currency
Select your primary currency (INR, USD, EUR, etc.) for all transactions and reporting.
Language
Choose from English, Hindi, Arabic, or Portuguese for the interface.
Date Format
Choose your preferred date format (DD-MM-YYYY, MM-DD-YYYY, or YYYY-MM-DD).
Time Zone
Set your time zone for accurate reporting and scheduled tasks.
Payment & Billing
Manage your payment methods and billing preferences:
Payment Methods
Add and manage credit cards, debit cards, and UPI accounts for subscription billing.
Billing Address
Update your billing address for invoices and receipts.
Billing History
View all past invoices and receipts. Download or resend receipts to your email.
Subscription Plan
View your current plan, upgrade to a higher tier, or downgrade. See your renewal date and next billing amount.
Team Management
Invite and manage team members with role-based access control:
Invite Team Members
Click "Invite User" to add team members. Enter their email address and select their role.
User Roles
Assign roles to control what team members can do: Owner (full access), Manager (most features), Accountant (accounting only), Technician (repair module), Sales Staff (sales module), and Viewer (read-only).
Manage Users
View all active users, their roles, and last login. Update roles, resend invitations, or deactivate users.
Permissions
Each role has specific permissions. You can customize role permissions for your business needs.
API & Integrations
Available on Business and Enterprise plans:
API Keys
Generate and manage API keys for programmatic access to your EaseInventory data.
Webhooks
Set up webhooks to receive notifications when important events occur in your account.
Third-party Integrations
Connect with other business tools like accounting software, CRM systems, and shipping providers.
Data & Privacy
Export Data
Download all your business data in CSV or Excel format for backup or analysis.
Account Deletion
Permanently delete your account and all associated data. This action cannot be undone.
Privacy Policy
Review our privacy policy and data handling practices.