Manage and Settings

Manage and Settings is for users with admin rights. If you don’t see Manage in the top bar or sidebar, your role doesn’t include these tasks. Ask your workspace owner to update your Permissions.

For workspace settings, see Business, Permissions, Email Identities, and Notifications.

Permissions Control what each team member can see and do in brix.

Billing & Subscription View your plan, usage, and payment details.

Business Set your logo, business name, and contact details.

CSV Import Bulk-import clients, services, or materials from a spreadsheet.

Email Identities Set the email address brix sends quotes and notifications from.

Terms & Conditions Add and manage the T&C text attached to sent quotes.

Signatures Understand how customers sign quotes and approvals.

Notifications Configure which events trigger notifications and where they go.

For integrations and data, see Integrations and Transfers. For books, templates, and pricing, see Pricebook and Books.