Settings

Access

• Route: /settings
• Entry: account menu → Settings (shown if you have any settings/portal access permission)
• Route itself is not wrapped in a permission guard — tabs appear only when you have the matching permission/module
• Offline: not available
• Phone: template/label/hierarchy sub-routes redirect to settings list

Tabs

You can (by tab)

• Company: edit company profile with settings.company; clear work data with settings.workload.delete; delete company with settings.company.delete
• Billing: view plans/history with billing access; manage plan/addons with settings.billing; cancel/resume plan needs ownership.full
• Team: invite/manage members and roles with settings.team (seat limits apply; cannot manage your own row)
• Integrations: connect/manage integrations; only one accounting integration at a time
• Purchase / Production / Inventory / Customers / Sales / Delivery: numbering, templates, thresholds, and module defaults
• Portal: configure customer portal; invite/resend/revoke access needs portal.update
• Notifications: extra recipients and sender domain with settings.notifications
• Related tools: /settings/template, /settings/label, /settings/products/hierarchy

You cannot

• See tabs your role cannot access (empty settings if you have none)
• Cancel the subscription without ownership.full, even as a billing admin
• Use Purchase/Production/Delivery/Portal tabs without those modules
• Use Settings offline

How to

Company: edit company profile

1. Go to Settings → Company.
2. Click Upload/Replace to set the company logo or icon, or Remove to clear one.
3. Click Edit (or Add) next to Company trading name, Company legal name, Business website, Business email, or Business ABN, then save.
4. Toggle Business network to let other Zami businesses request a partnership with you.
5. Under Company defaults, set your Timezone. Currency, unit system, and weight unit are fixed to AUD / metric / kilogram and can't be changed from this screen.

Company: clear work data or delete the account

1. In the Danger Zone card (only visible with delete/erase permission), click Clear work data to permanently remove sales, orders, products, customers, and inventory while keeping your company profile and team — or click Delete account to remove everything.
2. Confirm in the dialog that appears; the action runs immediately and can't be undone.

Billing: change your plan or add-ons

1. Go to Settings → Billing.
2. On a plan card, click Select plan (while trialing), Upgrade now, Downgrade, or Adjust plan — this opens the full Billing page to complete the change.
3. Click Manage on the Addons card to add or remove add-ons.
4. Click Update billing details to open the Stripe customer portal for payment methods and invoices.

Billing: cancel or restore your subscription

1. With full ownership permission, click Cancel subscription, review the end-of-period notice, then confirm Cancel plan. Access continues until the current period ends.
2. To undo a scheduled cancellation, click Restore subscription before the period ends.
3. Review Payment history at the bottom of the page; click View on a row to open its invoice.

Team: invite a member

1. Go to Settings → Team and click Invite member (disabled once you hit your seat limit).
2. Enter their email, pick a role, and click Submit to send the invite.

Team: create or edit a custom role

1. Click Create role (or Edit on an existing custom role under Custom roles).
2. Name the role and check the permissions it should include, then save. Some permissions are locked on and can't be unchecked.
3. Click Delete on a custom role to remove it — members with that role lose those permissions.

Team: change a member's role or revoke access

1. Click Manage on a team member's row.
2. Pick a new role from the dropdown and click Save, or click Revoke twice (to confirm) to remove their access.
3. Select rows with the checkboxes and click Toggle status to activate/deactivate several members at once.

Integrations: connect one

1. Go to Settings → Integrations and click Connect on the integration you want.
2. For Shopify, enter your store domain first, then continue — you'll be redirected to authorize the connection.
3. Once connected, click Configure to map product fields (or fill in its settings form) and set default sale/purchase/delivery accounts for accounting integrations, then click Initialise (first sync) or Sync to run it.

Integrations: manage, resync, or disconnect

1. Click Manage on a connected integration to see its status, configuration, and sync log.
2. Click Sync to resync — for accounting integrations this opens a dialog to pick which record types to fully resync.
3. If a warning shows records awaiting retry, click a row to open that record and fix the issue.
4. Click Disconnect and confirm to stop syncing.

Purchase defaults

1. Go to Settings → Purchase.
2. Click Customise template to edit the purchase order layout, or Edit next to Last purchase number to adjust the counter.
3. Toggle Generate QR for supplier to attach QR codes when sending purchase orders.
4. Set the Purchase ID prefix/suffix — the preview below updates live.

Production defaults

1. Go to Settings → Production.
2. Click Customise template to open the production label editor.
3. Set Unit of use (weight or unit), and click Edit on Best before allocation to choose Rolling or Fixed (with a day of week and optional +1/+2 week offset).
4. Toggle Admin approval, With low stock (allow scheduling despite short ingredient stock), Recipe recalculation (scale production down to available stock), and Adjust usage (allow changing ingredient quantities) as needed.

Inventory: locations and product order

1. Go to Settings → Inventory.
2. Click Manage on Product order to drag-and-drop reorder products within each category for sales, quotes, and the catalogue.
3. Click Add location to create one (name + address), or Edit/Delete on an existing one.
4. Use Change under Default location to pick which location Zami uses when none is specified.

Customer defaults

1. Go to Settings → Customers.
2. Click Customise template for quotes, or Edit next to Last quote number to adjust the counter.
3. Click Edit on Overdue limit to set the amount/period that locks delivery on new sales once exceeded.
4. Set the default Payment method and Payment term, and the Quote ID prefix/suffix.

Sales defaults

1. Go to Settings → Sales.
2. Click Customise template for invoices or credit notes, or Edit next to Last invoice number.
3. Click Edit on Return limit (max product value a customer can return) and Return period (how long invoice items stay return-eligible).
4. Set Unit of sale, toggle Email customers on sales, and set the Sale ID prefix/suffix.

Delivery defaults

1. Go to Settings → Delivery.
2. Click Customise template for the picking slip or delivery note, or Edit next to Last delivery number.
3. Set Backorder priority (which orders get stock first) and Scanning type (Strict or Easy).
4. Toggle Auto-fill best before to auto-allocate a best before date on items missing one, and set the Delivery ID prefix/suffix.

Portal: enable and configure the customer portal

1. Go to Settings → Portal and click Enable portal.
2. Choose a subdomain slug (locked once enabled), add a banner image, title, subtitle, and description, then save.
3. Click Edit settings later to update those details, or set Out of stock items to Allow/Disallow customers adding out-of-stock items to their cart.

Portal: invite and manage customer access

1. Click Invite customers, use Select customers to pick who gets access, then save.
2. On an invited customer's row, click Resend (pending invite), Revoke (remove access), or Restore (reinstate a revoked one).

Notifications: connect a sender domain

1. Go to Settings → Notifications and click Connect on Sender email.
2. Enter the sender email and name, then click Connect to get DNS CNAME records.
3. Add the records to your domain's DNS, then click Verify (can take up to 48 hours to propagate). Click Disconnect to revert to the default Zami sending address.

Notifications: add extra recipients

1. Click Add email under Additional email recipients.
2. Enter the address and toggle which notification types it should receive, then save.
3. Click Edit to change an existing recipient's notifications, or Remove to delete it.

Use the template, label, and product order tools

1. Template builder (/settings/template) — opened via any Customise template button. Edit the memo text and use Add column…/drag-to-reorder/✕ to customise document columns; the right-hand preview updates live. Click Save, or Back/✕ to exit without the current document type's changes.
2. Label builder (/settings/label) — opened via Customise template on Production. A canvas editor: use the tools panel to add data-bound text fields, a QR code, barcode, image, rectangle, or line; select an element to edit its properties; reorder/group layers; then Save or close.
3. Product order (/settings/products/hierarchy) — opened via Manage on Inventory. Search products, then drag cards within a category to reorder them, and click Save.