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The Settings module is where you configure your business profile, manage staff, set notification rules, and define inventory categories. Most settings are configured once during onboarding and rarely changed.

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Who can access Settings

Settings is restricted to:
  • Admin — full access to every settings tab
  • Super Admin — full access plus user role management and billing
Other roles (Crew, Sales, Billing) do not see the Settings module in the sidebar at all. If you need access to a setting and you don’t have it, ask an Admin or Super Admin to update it for you, or upgrade your role.

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Tabs available

Business Settings

Company details, currency, VAT, prefixes, payment terms.

Users & Roles

Invite users, set roles, deactivate, manage 2FA.

Notifications

Damage alerts, recipient lists, trigger conditions.

Categories

Inventory categories with prefixes and Thai names.
Other tabs you may see depending on your plan:
  • Billing — your JingjaiOps subscription details and invoices (Super Admin only)
  • Integrations — Xero, QuickBooks, LINE, etc. (Operations plan and above)
  • Portal — branding and access-code rules
  • Email Templates — customize the default emails sent for quotes, invoices, receipts
  • Import — CSV imports for inventory and customers
  • Audit Log — chronological list of every settings change with who made it
  • Usage — current usage of AI features, storage, and other metered features

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Common first-day setup

If you’re setting up JingjaiOps for the first time, work through the tabs in this order:
1

Business Settings

Enter your company name, address, Tax ID, and PromptPay number. Set currency, VAT rate, and document prefixes.
2

Categories

Review default categories and add anything you need (e.g., a custom “Drone” category).
3

Users & Roles

Invite each staff member with the right role.
4

Notifications

Add email recipients for damage alerts.
5

Email Templates

Optionally customize the email sent with quotes and invoices.
6

Inventory Import

Use CSV import to bring in your existing inventory.
A clean first-day setup takes about 30 minutes if you have your data ready.

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Audit log

Every settings change is logged with:
  • The user who made the change
  • Timestamp
  • The old value and the new value
The log is in Settings → Audit Log (Admin only). Use it to investigate any unexpected changes — for example, if a VAT rate suddenly looks wrong, the log shows who changed it and when.

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Settings vs. business preferences

Some “settings” are actually per-user preferences and live elsewhere:
  • Language toggle (EN/TH) — top bar, per-user
  • Theme (light/dark) — top bar, per-user
  • Sidebar collapse — bottom of sidebar, per-device
  • Default duration unit on quotes — top of new quote form, per-user
Settings in the Settings module affect the whole business; preferences in the top bar affect only you.

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Saving changes

Most settings forms save automatically as you type or save explicitly with a Save button at the bottom of each section. Where save is explicit, you’ll see “Unsaved changes” at the top of the page until you click Save. If you navigate away with unsaved changes, you get a prompt — “You have unsaved changes. Discard or stay?” — to prevent accidental loss.