Settings & users

• Invite your team and manage members Invite colleagues by email, give them a role, and manage who is owner, admin or member of the account.
• Roles and permissions A role is a set of permissions per screen and action, plus what the role may see: all projects or only its own, all cost types or a subset.
• Cost categories and cost types The chart that budgets, invoices and forecasts share. How it is structured, where to maintain it, and how to map it to your accounting system.
• Statuses, types and other lists Budget, project, client and quotation statuses and types, financing categories, contribution types and the other lists you can adapt to how your company works.
• Number format, currency, FX rates and VAT rules Set how amounts are displayed and in which currency before the first budget. FX rates per project, and VAT rules that decide what is recoverable.
• Your profile, language, notifications and preferences Name, avatar, timezone and language, connected sign-in accounts, notifications, and the personal preferences for the sidebar and planning.
• Audit logs and automations Field-level history of finance transactions and settings, and the automations that let Tubes act on an event.

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