Find and review business settings
Use the settings categories or search to find the task you need. Business settings and personal account settings have different effects.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open Settings in the intended business and use the task category or search provided.
- Review identity, regional, operational or website settings in the appropriate area. Read the effect of each change before saving.
- Reopen the affected workspace or public view and confirm the intended result.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.