Settings
Configure your Structur account, manage team members, permissions, integrations, and other system preferences.
By Support1 author13 articles
- Your Profile - Manage Your Personal Account DetailsCovers updating your profile picture, name, and phone number, viewing your email, and setting or changing your password.
- Configuring Company-Wide Settings and Defaults - Set Up Your Company Profile and Account PreferencesCovers 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.
- Managing Your Team – Invite Users, Assign Roles, and Set Hourly RatesCovers inviting new users, assigning roles, setting hourly rates, managing license seats, deactivating, and removing users from Settings > Users.
- Groups - Organize Your Team for Fast Group MessagingCovers creating groups, adding members, choosing a color, editing and duplicating groups, and using groups for team communication in the Messages module.
- Controlling Access with Roles and Permissions - Define What Each Team Member Can See and DoCovers 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 >…
- Organizing Cost Codes - Set Up the Cost Structure That Drives Your Estimates and BudgetsCovers Structur Standard cost codes, creating and editing custom codes, building a grouped Saved Items library, and importing or exporting cost codes.
- Managing Your Clients - Build and Maintain Your Client DatabaseCovers 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…
- Managing Your Vendors - Build and Maintain Your Subcontractor and Supplier DatabaseCovers 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…
- Connecting Your Integrations - Link Your Email and QuickBooks to StructurCovers connecting Google, Microsoft, or IMAP email to Structur, connecting QuickBooks Online, disconnecting either integration, and what's coming next in Storage and Calendar integrations.
- Billing - Manage Your Subscription, Payment Methods, and AI CreditsCovers viewing your current plan, upgrading or downgrading, adding payment methods, updating billing information, reviewing invoice history, and managing AI Credits.
- Affiliate Area - Share Structur and Earn Commission on ReferralsCovers finding your unique referral link, copying it, sharing it via email, LinkedIn, or X, and accessing your affiliate dashboard.
- 2-Tier Permissions - Managing Who Can See Your Leads and ProjectsControls who sees leads and projects using a 2-tier system: role permission first, then field assignment for View Only and Collaborate roles.
- Translating Structur - Read the Platform in Your Language Using ChromeCovers how to use Chrome's built-in translation to read Structur in any language, including triggering translation and choosing a language.