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.

PermissionsControl what each team member can see and do in brix.

Billing & SubscriptionView your plan, usage, and payment details.

BusinessSet your logo, business name, and contact details.

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

Email IdentitiesSet the email address brix sends quotes and notifications from.

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

SignaturesUnderstand how customers sign quotes and approvals.

NotificationsConfigure which events trigger notifications and where they go.

Opportunity TypesSet up the types that sort your digital forms and describe the kind of work on a quote request.

API KeysCreate and manage keys that let scripts and integrations call brix on your workspace's behalf.

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