# Settings reference: every tab, card and field > A tab-by-tab reference of Enydea Settings: account, tracking, email, integrations, CRM upload, invoices, data protection, contracts, deletion and logs. Source: https://enydea.com/en/documentation/settings-reference ยท Last updated 2026-10-02 ## What Settings is Settings holds everything you configure once and then rarely touch. Click the gear icon at the bottom of the left menu to open it. It has ten tabs, in this order: **Account**, **Website Tracking**, **Email Integration**, **Integrations**, **Upload to CRM**, **Invoices**, **Data Protection**, **Contracts**, **Data Deletion** and **System Logs**. ## Before you start - Some cards are for company admins only. These are marked below. See [Team and roles](https://enydea.com/en/documentation/team-and-roles.md). - Open a tab by clicking its name. If a shortcut, for example from the AI assistant, lands on a neighbouring tab, click the tab you want. ## Account The left side has a **Quick Navigation** list that jumps to a card. The cards are, from top to bottom: ![The Account tab of Settings with two-factor authentication, plan and usage and the team members list, and the quick navigation on the left](https://enydea.com/seo-assets/screens/settings-account.webp) *The Account tab: two-factor authentication, plan and usage, and your team.* - **Two-factor authentication.** **Get QR-code**, **Verify**, and **Reset or deactivate two-factor authentication**. See [Sign in and manage your account](https://enydea.com/en/documentation/sign-in-and-account.md). - **Plan & Usage** (admins only). Shows **Terms**, **Plan**, **Maximum users**, **Amount**, **Email count**, **Email usage**, **Translation usage**, **Marketing Accounts**, **Text generation AI Tool** and **Start Date**. See [Plans and billing](https://enydea.com/en/documentation/plans-and-billing.md). - **Team Members** (admins only). Invite people, change roles, set the primary user and remove members. See [Team and roles](https://enydea.com/en/documentation/team-and-roles.md). - **Password Management.** **Request Password Reset** sends a reset link to your e-mail address. - **Account Information.** The read-only block **Account settings** shows **Email**, **Username**, **Company name**, **Language**, **Role** and **Profile picture**. The pencil icon switches to edit mode with **Email**, **Username**, **Company Name** and **Save Changes**. The **Password** field in edit mode does not change your password. Use **Password Management** for that. - **Delete My Account** (in edit mode). A dialog asks you to confirm. Enydea then deletes your account at once, sends a confirmation to your e-mail address and signs you out. If you own the company, the company and its data are deleted as well, for the whole team. A team member who deletes their own account only loses their own sign-in. Invoices are kept because tax law requires it. See [Privacy and compliance tools](https://enydea.com/en/documentation/privacy-and-compliance-tools.md). - **Appearance** (**Set Standard Font and Colors**). Font size, **Select font**, the primary colour (labelled **Primairy Color**), **Secondary Color**, **Signature** with **Edit Signature**, and the **Company logo**. The logo upload needs a standard relation, otherwise the text **Set standard Relation to set company logo** appears. **UI Preferences** has **Reset Menu Positions**, which puts floating toolbars back at their default places. Reload the page afterwards. - **Company information.** Company name, address, city, **Zipcode**, **State/Province**, country, **Phonenumber**, and a block of billing details: **Billing Address**, **Billing City**, **Billing zipcode**, **Billing State/Province**, **Billing Country**, **Billing Contact**, **Billing Email**, **SWIFT** and **IBAN/Bank account**. **Billing address is the same** copies the company address. Click **Save Changes**. Invoices use these details. **Print as Quote** in an opportunity needs the company name, the billing address, **Billing zipcode**, **Billing City**, **Billing Country**, **Billing Email**, **SWIFT**, **IBAN/Bank account** and the company website. The website is set in step 1 of the [Setup Wizard](https://enydea.com/en/documentation/setup-wizard.md), because this card has no field for it. - **Business Profile.** **Company Description**, **Industry**, **Products**, **Services**, **Target Industries**, **Target Markets / Regions**, **Ideal Customer Profile**, **Target Company Size**, **Keywords** and **Competitors**. Lists are comma-separated. The screen says this enables AI-powered lead source discovery. Click **Save Business Profile**. See [Leadfinder](https://enydea.com/en/documentation/leadfinder.md). - **Country & Language Targeting.** Shows your target countries and languages. **Configure Countries & Languages** changes them. The screen says they are used across Google Ads, social media, lead discovery and content creation. - **Notifications.** **Send me notifications** asks your browser for permission, and **Turn off notifications for this device** reverses it. **Notification Preferences** has check boxes for **Form**, **Chat**, **Mail**, **Video**, **Channel** and **Leadfinder** notifications, **Allow Push notifications** and **Allow Email notifications**. Click **Save Notification Settings**. ### CRM lists and custom fields The last cards define the drop-down lists you see on relations and opportunities: - **Set Opportunity status** and **Set Opportunity types**. - **Set Relations Status types** and **Set Types**. - **Free Selection 1** to **Free Selection 4**, shown as **Custom Field 1** to **4** in Quick Navigation. Each has a **Name** and a list of values. A field appears on relations only after you give it a **Name**. - **Add Custom Field** adds more named lists (**Custom Field 5**, **6** and so on). Each has **Add value**, **Reset values** and a delete icon. Click **Add type** to add an entry called `new` and rename it. Edits save as you make them. See [Relations and CRM](https://enydea.com/en/documentation/relations-crm.md). ## Website Tracking Your **Company ID** with a copy button, the **Website Tracking Code** to paste before the closing `` tag of every page, a **WordPress Plugin** download, a list of what the tracker collects, the tracking API endpoints, and a note that e-mail open and click tracking is automatic. **Tracker behaviour** sets consent, what is collected, and extras such as the chat widget, an e-mail capture banner, surveys and lead scoring. **Tracking Integrations** manages tags such as Google Analytics 4 and Meta Pixel. See [Website tracking and consent](https://enydea.com/en/documentation/website-tracking-and-consent.md) and [Tutorial: install the website tracker](https://enydea.com/en/documentation/tutorial-install-website-tracker.md). ![The Website Tracking tab of Settings showing the company ID and the tracking code snippet to paste into a website](https://enydea.com/seo-assets/screens/settings-tracking.webp) *The Website Tracking tab with the code snippet for your website.* ## Email Integration ![The Email Integration tab of Settings with the company shared mailbox and the personal mailbox connection](https://enydea.com/seo-assets/screens/settings-email.webp) *The Email Integration tab: the shared mailbox and your personal mailbox.* - **Company Shared Mailbox.** One Office 365 mailbox for the whole team. Admins connect and disconnect it. - **Your Personal Mailbox.** Connect Microsoft Office 365, Google Gmail or IMAP / SMTP, and set sender details and how often to sync. - **Outlook Calendar.** **Connect Outlook calendar**, needed for booking links. - **Email & Domain Setup.** Register a sending domain, follow the DNS guide, and create e-mail addresses. - **Email Signatures.** Manage your signatures. See [Mailbox](https://enydea.com/en/documentation/mailbox.md), [Tutorial: connect your mailbox](https://enydea.com/en/documentation/tutorial-connect-your-mailbox.md) and [Tutorial: set up a bulk e-mail domain](https://enydea.com/en/documentation/tutorial-set-up-bulk-email-domain.md). ## Integrations ![The Integrations tab of Settings with the AI assistant connector URL and instructions for Claude and ChatGPT](https://enydea.com/seo-assets/screens/settings-integrations.webp) *The Integrations tab, with the connector URL for AI assistants.* - **Connect an AI assistant.** Shows your company connector address and the steps to add it to an AI assistant. See [Connect AI assistants with MCP](https://enydea.com/en/documentation/connect-ai-assistants-mcp.md). - **Connected systems.** Links Enydea to an external sales or quoting system. See [Integrations overview](https://enydea.com/en/documentation/integrations-overview.md). ## Upload to CRM Three panels: **Upload Relation**, **Upload Calls** and **Upload Contactperson**. Choose an Excel file (`.xlsx`), match its columns, and click **Upload to Database**. A summary at the top of the tab lists what was imported and which rows were skipped, and why. Existing relations are never overwritten. See [Tutorial: import contacts](https://enydea.com/en/documentation/tutorial-import-contacts.md). ![The Upload to CRM tab of Settings with the Upload Relation panel open, showing a drop-down for each field to map from a spreadsheet column](https://enydea.com/seo-assets/screens/settings-upload-crm.webp) *The Upload to CRM tab. Each drop-down picks the spreadsheet column that holds that field.* ## Invoices Lists the invoice files of your subscription. Click **Load Invoices** if the list is empty, then the download icon to open a PDF. See [Plans and billing](https://enydea.com/en/documentation/plans-and-billing.md). ## Data Protection **Public Authority Data Requests** is a log for requests from public authorities, with **Log New Request** and **Audit Report**. It is a compliance record for your company, not a personal privacy setting. See [Privacy and compliance tools](https://enydea.com/en/documentation/privacy-and-compliance-tools.md). ## Contracts **Contract Templates** holds the templates you use in **Relations** -> **Contracts**. See [Contracts and e-signing](https://enydea.com/en/documentation/contracts-and-e-signing.md). ## Data Deletion The **GDPR Data Deletion Widget**: a **Data Deletion API Key**, embed code for your website, and the table of **Data Deletion Requests**. See [Privacy and compliance tools](https://enydea.com/en/documentation/privacy-and-compliance-tools.md). ## System Logs **Log Messages** lists the messages of your account with date, description, item and code. These are the same messages as the notification bell. **Delete All** removes every message at once, without asking. ## Related - [Navigating Enydea](https://enydea.com/en/documentation/navigating-enydea.md) - [Glossary](https://enydea.com/en/documentation/glossary.md)