Tuesday CRM

Settings

Hur Tuesday fungerar — öppen för alla, ingen inloggning.

Settings

Settings is the company control panel: who is on the team, how the pipeline looks, how you sign in, and how Tuesday talks to customers.

Open it from the last item in the sidebar, or from your name in the header (only if you have the Settings module).

The hub subtitle: Company details, users, custom fields, subscription, and integrations.

Settings hub

Public user manual

Each card opens one page. ← Settings on a sub-page returns to this grid.

User manual, Privacy policy, and Terms of use open in a new tab (public pages, not editors). The user manual is public: anyone can open it without signing in, and it cannot be hidden from the hub.

Who can open Settings

Role Settings module Hub cards you see by default
CEO / Administrator Always All cards below
Sales / Support / Quality Control / Viewer Yes, unless an admin turns the module off Users, User manual, System fields, Notifications & reminders, Menu, Automations*, Privacy policy, Terms of use
Partner Never The sidebar link is hidden; the URL is blocked

* Automations only appears if your company’s plan includes automations.

A CEO or Administrator can show or hide individual cards for a non-admin user (gear icon on Users). Users cannot be hidden for those people. CEO and Administrator always see every card.

If you do not have the Settings module at all, the sidebar item and header link are missing.

Hub cards

Card What it is for
Company details Your company’s name, address, and system sender email/phone
Users Invite colleagues, roles, deal visibility, module access
User manual This guide, on a public page (no login). Always shown.
System fields Pipeline stages, custom fields, segments
Subscription Trial, plan, and billing
Security MFA, trusted devices, login history (your account)
Notifications & reminders How and when you are reminded
Menu Your sidebar, or the company default
Automations Rules that run on CRM events
Privacy policy Public privacy page (new tab)
Terms of use Public terms page (new tab)
Integrations Email (via Inbox)
Import and verify data Upload an export and check every cell
Support Automatic “ticket received” emails

Settings vs Profile

Your name, password, and delete account are on Profile (header → your name). Language and theme are also in the header. Settings is for the company and for account security extras (MFA). See Navigating.

Superadmin cards

If you are a Noventra platform operator, three extra cards appear: Superadmin, Login log, and Generate demo data. Company users do not see them. This manual does not document those tools.

If the trial has ended

People who cannot open billing see a locked page: the trial has ended and a CEO or Administrator must renew. Billing itself stays reachable for admins even when the rest of the app is limited. See Subscription.