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Organization settings are where admins manage the companies, team members, and access that belong to a Qlero organization.

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Open organization settings

  1. Sign in to Qlero.
  2. Open the user menu.
  3. Select Settings.
The Overview tab lists the record companies connected to your organization.

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Open record company settings

  1. Open the Overview tab.
  2. Find the record company you want to manage.
  3. Select Settings.
Record company settings can include general setup, periods and statements, payments, and white-label options, depending on the features enabled for that company.

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Access

Only users with the required admin permissions can update organization or record company settings. If Settings is unavailable or a page is read-only, ask an organization admin to review your access.