Settings
Configure your Structur account, manage team members, permissions, integrations, and other system preferences.
By Support1 author13 articles
- Your ProfileCovers updating your profile picture, name, and phone number, viewing your email, and setting or changing your password.
- Company SettingsCovers company profile fields, logo upload, contractor license info, currency and localization defaults, ACH info, tax collection, restore mode, overhead and profit defaults, and transfer of account ownership.
- Users and SeatsCovers inviting new users, assigning roles, setting hourly rates, managing license seats, deactivating, and removing users from Settings > Users.
- GroupsCovers creating groups, adding members, choosing a color, editing and duplicating groups, and using groups for team communication in the Messages module.
- Roles and PermissionsCovers viewing and editing role permissions, bulk-setting a whole section at once, creating custom roles (including copying permissions from an existing role), and reviewing recent permission changes in Settings >…
- Cost CodesCovers Structur Standard cost codes, creating and editing custom codes, building a grouped Saved Items library, and importing or exporting cost codes.
- ClientsCovers adding clients, uploading photos, setting up custom fields in Client Field Settings, managing other contacts, creating leads from a client record, opening a client's portal, and importing the client…
- VendorsCovers adding vendors, uploading compliance files with expiration dates, completing a vendor profile, setting up custom fields in Vendor Field Settings, adding other contacts, recording pricing and scope, and importing…
- IntegrationsCovers connecting Google, Microsoft, or IMAP email to Structur, connecting QuickBooks Online, disconnecting either integration, and what's coming next in Storage and Calendar integrations.
- BillingCovers viewing your current plan, upgrading or downgrading, adding payment methods, updating billing information, reviewing invoice history, and managing AI Credits.
- Affiliate ProgramCovers finding your unique referral link, copying it, sharing it via email, LinkedIn, or X, and accessing your affiliate dashboard.
- 2-Tier PermissionsControls who sees leads and projects using a 2-tier system: role permission first, then field assignment for View Only and Collaborate roles.
- Translate StructurCovers how to use Chrome's built-in translation to read Structur in any language, including triggering translation and choosing a language.