Account & Company Settings

dynamik.app has two levels of settings: personal settings that follow you, and company settings that apply to everyone in the company.

Personal Settings

Open them from your avatar in the top-right corner.

Setting	What It Controls
Profile	Your name, email address and avatar
Password	Change your login password
Appearance	Light, dark or system theme
Notifications	Which emails and alerts you receive
Two-Factor Auth	Protect your login with an authenticator app or an SMS code — one or the other

Company Settings

Open Company Settings from the sidebar. Changing them needs the Manage company settings permission, which owners have by default and can grant to other roles.

Company

Setting	What It Controls
General	Company name, registered and trading addresses, company and VAT numbers, logo
Team	Invite people — including people who do not have a dynamik.app account yet — and manage who is in the company
Roles	Roles and the permissions each one carries
Features	Switch whole modules on or off — see Using Feature Toggles. Document approval thresholds and approvers live here too
Your Data	Take a copy of everything the company holds; if you close the account you have two months to download it before it is deleted

Documents

Setting	What It Controls
Documents	Number prefixes for invoices, estimates, purchase orders, bills, expenses, jobs and the rest
Invoice Templates	The look of your PDF documents
Document Defaults	Default payment details, terms and notes printed on invoices and estimates
Document Statuses	The names and colours of the statuses on each document type
Client Portal	Turn the portal on, brand it, and choose what clients can see

Finance

Setting	What It Controls
Accounting	VAT scheme — standard, Flat Rate with your sector's rate, or Cash Accounting — and whether you are established in Northern Ireland
Payments	Connect Stripe so clients can pay invoices by card — see Setting Up Online Payments
Currency	Base currency and symbol used to display amounts
Tax Rates	VAT rates and their codes
Payment Methods	The bank accounts and other payment methods you record payments against and print on invoices
Fiscal Years	Open, close and lock accounting periods

Contacts, HR, Assets & Inventory

Setting	What It Controls
Contact Statuses	Statuses for clients, suppliers and employees
Leave Settings	Leave types and annual entitlement for the Leave Management module
Asset Statuses	Statuses for products, services, tools and vehicles
Transfer Statuses / Movement Statuses	Statuses for stock transfers and stock movements

Billing

Setting	What It Controls
Subscription	Your dynamik.app plan, the trial countdown, payment method and invoices from us

Tip

Job Settings — job types, custom fields and checklists — live under Jobs, not under Company Settings.