Settings
An overview of all settings: company, email, users and more.
What this covers
The settings define how planni works for your company and who is allowed to work with it. These are things you set up once properly and rarely touch afterwards.
How the menu is structured
Open Settings from the sidebar. The submenu shows: My Account, Company, Email, Users, Objects (with Calendar Types and custom fields for Contacts and Orders), Integrations (with API Keys) and Activity Log.
Articles in this section
My Account
Profile, language and display for your own account.
Company
Company details, order numbers and, for Super Admins, invoice settings.
Connect mailboxes, set up the central mailbox, and manage categories and your own signature.
Users
Create accounts for your team, assign roles, and deactivate users again.
Custom Fields
Create custom fields for contacts and orders.
Calendar Types
Categories for calendar entries such as vacation or sick leave.
API Keys
Create and manage credentials for external integrations.
Activity Log
Track which emails planni has sent.
What is personal and what applies to everyone
My Account only affects you: your language, the light or dark design, your email signature. All other settings affect the whole organization, so changes there also affect your colleagues.