Tenant settings

Tenant settings control cross-module behaviour. Lives at /app/admin/tenant-settings — TENANT_ADMIN role.

Sections

Branding

Logo, colours, fonts, footer text, bank details. Applies to documents, emails, portal. See branding.

Localisation

• Home currency.
• Base language.
• Date / number formats.
• Timezone.
• Business calendar (holidays, working days).

Security

• Password policy.
• MFA requirement.
• SSO configuration (SAML / OIDC).
• Session timeout.
• IP allowlist.

See security.

Modules

Toggle which modules are active for the tenant:

• Forwarding (air, sea, road).
• Warehousing.
• Customs.
• CRM.
• Finance (AR, AP, taxes).
• Mobile (driver, warehouse).
• Customer portal.

Turning a module off hides menus but preserves data.

Document numbering

Per-doc-type numbering sequences: prefix, padding, starting number, reset cadence (yearly / never). Example: QT-2026-000123.

Email / notifications

• Outbound email provider (SES, SendGrid, SMTP relay).
• Default from / reply-to.
• Per-event notification toggles.
• Digest cadence for non-urgent events.

FX + tax

• FX provider.
• Tax codes.
• VAT / GST registration numbers per country.
• E-invoicing credentials where required.

Integrations

Jump-point to integrations.

Data retention

Per-record-type retention overrides. Defaults cover most needs.

Change control

Settings changes are audited. High-impact changes (security, modules, branding, numbering) trigger a confirmation dialog and write a verbose audit entry.

Multi-entity

Multi-entity tenants have a shared-settings layer + per-entity overrides.