Tenant settings

Goal

Configure workspace identity, customer-facing email brand, base currency and timezone, accounting/inventory operating controls, go-live readiness and lifecycle, and (when permitted) bring-your-own object storage.

Who it is for

Permission	Capability
tenant.view	Open Tenant settings / load profile
tenant.manage	Save identity & operations, suspend/reactivate, go-live, page widgets
tenant.manage_storage	Storage profiles tab
tenant.export	Export / restore data
tax.view	Pick default tax category
localization.view	Follow Open localization setup

Preconditions

• Signed in to the correct workspace.
• Languages, calendars, and date/number formats are not edited here — use Localization setup (PATCH /tenant rejects those keys).
• Changing some sensitive fields may require an audited reason if Members setup → Require an audited reason for sensitive tenant setting changes is on.

Open the screen

Administration → Settings opens the searchable Settings workspace. Choose Company & access → Tenant settings. Each section has its own URL, for example /settings/company/company/general.

Steps

General — Identity

1. Open General.
2. Edit Legal name, Short name (sidebar when set), and Workspace name (sidebar fallback) via the translatable name fields.
3. Save changes.

Email — Customer-facing brand kit

1. Open Email.
2. Set a public HTTPS Logo URL (PNG/JPEG). Empty or SVG/relative URLs fall back to the BlueMatrix lockup.
3. Optional: accent colour, from name (address stays noreply@bluemtx.com), reply-to, translatable footer, and the “via BlueMatrix” badge.
4. Review the live preview of the customer wrapper (CRM and POS receipts). Staff emails stay BlueMatrix-branded.
5. Save changes.

Localization — Currency & timezone only

1. Open Localization.
2. Read the hub hint and use Open localization setup for languages/formats/calendars.
3. Set Base currency, Enabled currencies (base is always included), and Timezone.
4. Save changes.

Operations — Accounting & inventory controls

1. Open Operations.
2. Fiscal & tax: Country, Tax regime, Default tax category, Fiscal year starts.
3. Stock & fulfillment: Fulfillment model (Inventory / Dropship / Service), Inventory costing (Weighted average / FIFO), Out-of-stock policy (Block / Allow negative), Per-item costing override.
4. Lookups & quick-create: Compact quick-create vs Full create form for entity dropdowns.
5. POS register: register sounds and volume (workspace-wide).
6. Posting controls: Accounting basis (Accrual / Cash), Posting control (Open / Lock date only / Open periods only), Posting lock date.
7. Follow Cheque settings to the canonical Cheques editor. Available modules shows capabilities that can be enabled.
8. Save changes.

Lifecycle

1. Open Lifecycle.
2. Open Guided Setup to review required prerequisites and recommendations for enabled capabilities. Each available action opens its exact editor; tasks requiring another permission or a platform operator explain who must act. Creating another workspace remains a separate onboarding flow.
3. Suspend workspace / Reactivate workspace as needed (tenant.manage).
4. Data portability: Export data requests a background export. Use Refresh, then Download archive when it succeeds. Downloads expire; request another export if needed. Restore accepts these ZIP archives and existing JSON packages. A ZIP upload finishes before you enter the reason and current MFA code; uploading alone does not start a restore. Restore data (tenant.export) requires a current MFA code and a reason, then queues a tracked operation. Use Refresh to check its status and keep its operation reference. The tenant becomes temporarily unavailable while verified data is replaced. A queued operation is not a completed restore; contact platform operations if it fails.

Storage (optional tab)

With tenant.manage_storage, configure public media vs private file Storage profiles (S3-compatible), test, activate, and rotate credentials. Location settings lock after first use.

Result

Settings must load successfully before editing or saving. Save sends only changed fields. If someone saves a newer version, your edits remain visible and unsaved; Reload current values asks before discarding them. Navigation also protects unsaved changes.

Workspace identity and operating rules update for all members. Locked fields (costing, base currency, fiscal year start) stay immutable once business activity has occurred.

Hard stops

• The costing method is locked after the first stock movement and cannot be changed.
• The base currency is locked after the first posted journal and cannot be changed.
• The fiscal year start cannot be changed once accounting periods exist.
• A reason is required to change this sensitive setting. (when policy requires it for keys such as base currency, fiscal year start, tax regime, lock date, posting control)
• The tenant is not ready to go live: complete all required readiness checks first.
• That file is not a valid workspace export.

Related

• Guided Setup
• Localization setup
• Modules and entitlements
• Users and roles
• Translation overrides