Overview

In this article, explore the comprehensive Settings section in an Appventory single business account. The Settings area centralizes all configurations to tailor the platform organizational requirements, covering account-level personlization, business preferences, app automation, and enhanced team administration. 

General Settings Overview

The Settings section is segmented into five functional area:

• Account Settings
• General Settings
• App Settings
• Practice Settings
• Client Setting

These categories ensure streamlined workflows, administrative autonomy, security, automation, and improved collaboration. With the recent update, admins gain more empowerment through self-service tools that simplify managing users and scaling operations.

Account Settings

My Profile

Located under Account Settings, this section is used to personalize the account and manage basic user information. 

Fields available on this page:

• Profile Image
• Name
• Email Address
• Save Changes button
• Sign Out
• Delete Your Account

This setup maintains accurate user identification across the platform and ensures users can manage access securely. 

Notifications

Notifications ensure users remain informed of platform activities both in real time (in-app) and offline (via email).

This page offers two sections:

• Push Notifications: Multiple toggles are available to configure in-app alerts during active sessions.
• Email Notifications: Contains a single toggle labeled Import Updates, enabling users to receive email summaries when offline. 

These settings help maintain engagement and reduce the risk of missing important activity. 

Security

Titles as Account Security, this section enhances account protection by allowing configuration of access control mechanisms. 

Key functionalities:

• Set Password: Update the account password anytime
• Two Factor Authentication: Toggle to secure login using an additional verification step.
• Login Activities: Review historical access to detect unauthorized attempts. 

This section establishes strong security protocols and supports monitoring of login behavior

Task Settings

The Task Settings page is designed to manage task digest configurations and improve personal task prioritization. This feature ensures task-related updates are delivered in a digestable and relevant format. 

Sections and fields include:

• Summary Preferences

            - Sort Tasks By: Choose between Due Date or Priority

            - Preferred Content: Select one or more options from Task Title, Status, Due Date, Priority, and Associated Client

• Email & Delivery Preferences

                - Delivery Frequency: Select frequency such as Daily, Weekend, Monthly, etc. 

                - Delivery Channel: Choose between Email or Push Notification

After adjusting these preferences, clicks Save Changes to apply.

This configuration ensures that important task updates are delivered vis the preferred medium and format, enhancing productivity and focus. 

General Settings

The General Settings section is where platform-wide configurations related to business identity, financials, user access, and compliance are defined. 

Business Info

Allows updating key company details to ensure consistent business representation across AppVentory. Keeping this section up to date ensures accurate internal reporting and communication alignment. 

Branding

This is a Template Setup Page used to customize platform visuals and ensure brand consistency. Branding enables businesses to reflect their identity throughout customer interactions, documents, and shared reports. 

Domain Setup

Used to configure and verify a custom business domain for outbound email communications. 

Steps include:

• Add the domain to the system
• Complete domain ownership verification

Purpose: Ensures improved deliverability and professional credibility of system-generated emails.

Preferences

This section governs key operational defaults for transactions, reporting, and automation. It ensures platform configurations reflect the business's geographical and financial context. 

Field include:

• Default Currency: All transactions will be displayed in this currency.
• Time Zone: Ensures accurate timestamping of activity logs and transactions.
• Fiscal Year Start Month: Dropdown field used to define the first month of the fiscal year. 

                                                  - Once selected, the month cannot be changed again.

                                                  - After selection, click Save Fiscal Year.

• Payment Frequency Autoset: Toggle to allow automatic determination of payment frequency based on transaction patterns

Activity Logs

A centralized space to track and review all user actions across the platform. Supports internal audits, performance tracking, and compliance visibility. 

User Management

Used to manage team member access and permissions. Enhanced recently, this section now supports Admin Empowerment Tools, allowing administrators to autonomously handle user management without replying on platform support. 

Steps to use:

• Invite new users
• Assign roles based on permission requirements

This tool scales user administration fr growing and ensures clear role-based access control. 

App Settings

The App Settings section introduces automation and classification controls that enhance expense tracking and app inventory clarity. 

Problematic Apps

Identify and flag apps with potential issues based on custom criteria. 

• Non-Cloud App Detection: Toggle to flag apps not hosted on cloud infrastructure.
• User Rating Threshold: Dropdown to flag apps rated below a set threshold (2 to 5 stars).
• Cost Per User Limit: Input field to flag apps exceeding a defined annual cost per user. 
• Annual Price Increase: Input field to flag apps with annual price increase above a specified percentage.

Custom Mapping Rules

This page is titled Custom Mapping Rules and enables automated handling of expense categorization based on text patterns found in descriptions or vendor names. 

To create a rules:

• Click Create New Rule
• A tab appears titles New Custom Rule
• Complete the following fields:

                - Value Type: Options are Description or Vendor Name

                - Condition: Choose from Contains with, Start with, End with, or Is Exactly.
  - Value: Define the trigger term

                - Action: Choose Assign to or Ignore

                               - If Ignore is selected, the Select App field disappears

                - Select App: Choose the app to assign if applicable

                - Priority: Numerical value to set execution order

Click Create to finalize. This feature ensures accurate and automated expense classification across integrated applications. 

App Categories

Used to create, view, and manage categories for organizing apps by function or department. These categories appear as options when adding a new app and are fully custmizable under Settings > App Categories. 

Deleted Apps

This section logs apps that have been removed from active use. Offers filters by category or time period. Users may restore deleted apps, selecting whether the app should return as:

• In-use
• Discovered 

This provides a fail-safe mechanism to recover important apps mistakenly removed and supports better app lifecycle tracking. 

Practice Settings

Approved Apps

View and manage all apps approved for client use. 

• Each app includes a "View Details" option to see assigned client count.

• Clicking the three-dot icon opens the Additional features including the App Details tab through "Edit"

As for the "Delete" option

• Bulk Action: This is to either Select multiple apps to "Create App Stack" which opens the App

 Stack Details tab or "Remove" button which prompt confirmation to delete selected apps.

• Add New Apps: Select from a list of available apps to add to Approved list

Recommended Apps

Apps proposed for use , pending approval. 

• Use Add New Apps to select and add multiple apps. 
• Bulk Action allows users to select one or more apps and then choose one of the options. "Move to Approved Apps" this moves the selected apps to the Approved Apps list and automatically removes them from the Recommended Apps list. Then "Remove" this deleted the selected apps from the Recommended Apps list. 

Calendar Setup

Configure calendar integration for scheduling support.

• Choose one platform: Hubspot, Calendly, Google Calendar, or Cal.com (mandatory)
• Either calendar link (mandatory)
• Set whether teammates can configure their own calendars or inherit shared setup. 

Email & Reminders

Manage reminder emails for onboarding and notification settings.

• Send Reminder: Toggle on to enable Days Between Reminders and No of Remuinders.
• Client Invite: Toggle to auto-send invites on account creation 

Client Settings

Client Notification 

Control client-facing notifications.

Push Notifications

1. Integration status updates
   Alerts when integrations with external systems are successful or have failed.

2. New app discovery alerts
   Notifications triggered when new applications are identified within the environment.

3. Manual import status (Apps, Transactions, Org Users)
   Provides status updates for manual imports related to apps, transaction records, or organization users.

4. Survey creation & response updates
   Notifies when a survey is created or when responses are received.

Email Notifications

1. Integration Status 
   Sends updates regarding the status of system integrations.
2. Client Upload Status
   Communicates completion or failure status of client data uploads.
3. New App Discovery Alerts
   Sends alerts when newly discovered apps are detected.

Problematic Apps

Set criteria for identifying problematic apps (same as Admin view):

• Non-cloud detection, user rating threshold, per-user cost limit, and price increase threshold
  

Flagged Apps

Manually mark apps as problematic.

• Use "Add Apps" to select one or more apps
  
• It is mandatory to Describe the problem for each app(s)
• Apps can later be removed via the delete icon if needed

When to Use the Settings Module

• During initial AppVentory implementation and onboarding
• When setting up or updating business and branding details
• While adding or updating users and defining their permissions
• When automating repetitive tasks like expense classification
• To improve communication and engagement through notifications
• While reviewing activity for audits or security assessments   

Benefits of Proper Settings Configuration

• Ensures secure and compliant use of the platform 
• Supports scalable team management with minimal friction
• Enables automation for reducing manual work
• Provides a tailored experience aligned to business workflows 
• Enhances visibility and accountability with audit traits 
• Reinforces brand identity across communication.

The Settings section in AppVentory serves as the control hub for operational efficiency, account personalization, team management, and intelligent automation. With the recent release, organizations gain improved autonomy and visibility, enabling a secure and optimized environment that evolves with business growth. 

If you need further assistance, please contact our dedicated customer support team at support@coachbar.io who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.