Settings Overview

This includes User Settings, Company Settings, Organization Settings, and the Company Menu.

The Settings section in Lucid Dreams provides various categories to customize and manage your experience on the platform.

This includes User Settings, Company Settings, Organization Settings, and the Company Menu.

Each category offers specific configuration options to tailor the platform to your individual and organizational needs.

User Settings

User Settings in Lucid Dreams enable individual users to personalize their experience.

This includes adjusting notification preferences to stay updated on relevant activities, managing personal data privacy to control how information is used and shared, and configuring display settings such as themes and layout preferences to match individual workflows.

Company Settings

Company Settings in Lucid Dreams apply to the entire organization and include critical configurations such as defining fiscal year dates for accurate financial reporting, setting the default currency for transactions and reports, and establishing company-wide accounting practices to maintain consistency across all financial data.

Additionally, it involves managing the structural details of companies added via the 'Company' or 'Branch' settings.

Organization Settings

Organization Settings provide administrative controls for managing users, roles, and permissions within your organization.

These settings allow you to define user access levels to control who can view, edit, and manage specific data and features, assign roles to specify responsibilities, and configure organizational structures to ensure proper workflow and data management.

Company Menu

The Company Menu in Lucid Dreams serves as the central navigation hub for accessing all company-specific features and settings.

From this menu, you can manage financial reports, view and manage data integrated from various sources like bank accounts and payroll systems, adjust company-wide settings, and utilize tools needed to oversee your organization’s financial health.