System Settings in the Web App
Admin → Settings is the web app's configuration workspace. It has a category list on the left, a Search settings box, and configuration cards on the right. It is separate from Admin → Account, which holds company details, branches, billing, and other account information.
Entry pointBrixi web app → Admin → Settings
Who Can Do This
Admins can open Settings. Some cards require CRM admin or account admin access, and some appear only for a particular business type or enabled feature. If a card is missing, first confirm your role and workspace setup with another admin.
Find a Setting
- Open Admin → Settings in the web app.
- Choose a category on the left, such as Workspace, Activity, Contact, Source/Sub-source, or Invoice. Your workspace may use a different word for Contact or Deal.
- Read the card description and select Configure, Manage, or Open.
- To find a card quickly, enter its name in Search settings. Search results span the settings categories.
- After changing a value, use that page's Save action and check its success message before leaving.
Configuration Guides
| Setting | Guide |
|---|---|
| Workspace labels | Choose Workspace Terminology |
| Web sign-in IP access | Restrict Desktop Login by IP |
| Notification hours | Set Notification Preferences |
| Product-sharing WhatsApp template | Choose a WhatsApp Sharing Template |
| Task scheduling and completion rules | Set Task and User SLA Rules |
| Phone and WhatsApp actions | Set Call and WhatsApp Controls |
| Contact defaults, duplicates, and protection | Configure Contact Rules |
| Default, custom, and sub-sources | Manage Contact Sources |
| Shared contact tags | Manage Tags |
| Imported Lead Data fields | Manage Lead Data Fields |
| Import contacts, deals, and related records | Data Import |
| Import progress and failed rows | Review Import Results |
Other cards open dedicated areas already covered elsewhere: contact stages, custom fields, scheduled exports, pipeline settings, invoice settings, and integration credentials. Inventory, Project, Partner, and Property visit cards appear according to your business type and permissions.
Common Issues
| Issue | What to check |
|---|---|
| A category or card is missing | Check your admin role, business type, and enabled features. |
| Save is unavailable | Confirm you changed a value and completed any required fields. |
| A setting saved but users still see the old behavior | Refresh the affected screen or sign in again, then verify the setting and role. |
Contact Brixi support if an admin cannot open a visible card, or a saved setting keeps reverting. Include the card name, what you saved, and the time of the change.