Settings & per-org toggles.

Settings lives in the user dropdown (top right of the dashboard). It's split into sections, but four of them matter for daily owners.

Basics

Your operation's name, address, currency (Q, USD, MXN, etc.), timezone, and primary language. Set these once at install. Update only if you actually move or open a second location.

Feature toggles

Every major DEF feature has an on/off toggle. You decide which ones to run. Common ones:

• Shifts — turn off if you don't track attendance.
• Storage — turn off if you don't track inventory.
• Money Master proactive alerts — turn off if you only want to check finances when you open the dashboard, not have DEF ping you.
• Reservations — only relevant for hospitality.
• Wiki auto-publish — when on, DEF auto-publishes SOPs after 3 same-pattern resolutions. When off, you have to approve each one before it goes live.

You can flip these any time. The change applies immediately.

Agent persona

Your agent's name, language, tone (formal / warm), and signature line. The agent introduces itself with this persona to every new contact. Change it whenever the brand voice shifts.

Notification rules

Who gets pinged on what. By default the board (you) gets everything. You can carve it up:

• Send late-punch alerts to the front desk lead, not me.
• Send guest-complaint escalations to me, plus my partner.
• Don't ping anyone for low-stock alerts under $20.

Rules let you stop being the bottleneck for things that don't need your hands.

What NOT to change yourself

API keys, Twilio numbers, integration credentials (Cloudbeds, Loyverse, Square). These are in Settings but should only change with help from us — wrong values silently break parts of DEF.