Settings

Open Settings when you need to manage firm setup, employees, roles, workflow defaults, templates, lists, notifications, custom fields, or audit records.

Before you start

• You need access to Settings.
• The settings you see depend on your role and permissions.
• Many settings affect everyone in the firm. See Review before saving at the end of this article before making firm-wide changes.

Open Settings

1. Sign in to Assisterp.
2. Select Settings from the left sidebar.
3. Choose the settings area you want to manage.

Choose the right settings area

Use this overview to decide where to go first.

Organization

Use Organization for firm-level setup. This area includes profile information, branding and logo, addresses, E-Transfer Emails, display settings, business hours, service settings, and payment gateway settings. Administrators may also see Branches.

Start here when firm information, display preferences, time zone, business hours, branch setup, or payment-related setup needs review.

Employees & Roles

Use Employees & Roles to manage employee access. This area includes Employees, Roles, Designation, Groups, and, for administrators, All Branch Employees.

Start here when you need to add team members, create custom roles, update permissions, or organize employees into groups.

WorkFlow Setting

Use WorkFlow Setting for workflow configuration. This area includes Pipelines Setting, Job Templates, and Pipeline Trigger.

Start here when your firm needs to prepare workflow structure before using jobs and pipelines in daily work.

Templates

Use Templates to manage reusable content. This area includes Email Templates, Service templates, and Contract Templates.

Start here when your firm wants consistent emails, service setup, or contract content.

Lists & Categories

Use Lists & Categories to maintain reusable list values. This area includes Tags and other lists such as business type, client category, task status, reporting period, relation, payment term, firm authorization, bookkeeping software, and bookkeeping method.

Start here when dropdown values or categories need to match how your firm works.

Reminders & Notifications

Use Reminders & Notifications to review Notifications and Reminders Setting.

Start here when communication or reminder behavior needs review.

Customization

Use Customization for Custom Forms and Custom Fields.

Start here when your firm needs to capture information that is not covered by the default fields.

Audit

Administrators may see Audit and Activity Logs.

Start here when you need to review activity history.

Review before saving

Settings changes can affect daily work. Confirm the impact before saving in these areas:

• Employees & Roles: a change can immediately change what a team member can view or update.
• Lists & Categories: values appear in client, workflow, billing, and task records.
• WorkFlow Setting and Templates: changes apply to new jobs, emails, services, or contracts created after the change.
• Organization: changes apply to firm details, branding, display settings, business hours, and payment-related setup.

Related guides

• Firm Setup covers the first Organization settings to complete.
• Employees and Roles covers employees, custom roles, and permissions.
• Clients covers finding, filtering, sorting, importing, and exporting client records.