Accessing Settings

Once you’ve successfully logged in, the next step is to configure and optimize your Cloudscaff account.

Navigation

In the side navigation, scroll down and click Settings.

Settings

The Settings page will appear, showing the following options:

Business Settings:

Manage your company information, branding, and operational preferences. Update your business details, upload logos, set tax rates, and configure document display options.

Click here to learn how to edit your Business Settings

Templates:

Customize the layout and content of your documents.

Click here to learn how to build and edit your Templates

User Profiles:

Manage system users, assign roles, and control access permissions. Each profile defines what team members can view or edit within Cloudscaff.

Click here to learn how to add and manage your Users

Customer Profiles:

Create and manage customer accounts with contact details, addresses, and reference information. These profiles link directly to jobs, deliveries, and safety documents.

Click here to learn how to add and manage your Customers

Terms & Conditions:

Add and manage your company’s legal or operational terms that appear on documents. Keep your policies consistent across all client communications.

Click here to learn how to add and edit your Terms & Conditions