Overview
The Account Settings page is the central place to configure your Beeswax account. It is only visible when viewing your own business — the business that owns your Beeswax account.
From here you can manage:
- Account Details — Company name, logo, address, business hours, and timezone
- Plan Limits — Current usage against your subscription limits
- Theme — Invoice and quote appearance
- Accounting Preferences — Reporting basis, tax periods, financial year, and next numbers
- Project Statuses — Custom statuses for tracking project stages
- Terminology — Rename "Projects" and "Quotes" to suit your industry (Jobs, Cases, Matters, Estimates, and more)
- NAS Storage — Connect your own file storage
- Hive Profile — Your public Beeswax Showcase listing
- API Tokens — External application access. See API Tokens for creating one and the address and header to use it with, and the Developers guide for the API itself
- Desktop agents — AI agents that work on assigned tasks from one of your computers. See Desktop Agents
Built-in AI has no settings: it is part of every paid plan. See Built-in AI for how it works.
Note: Only Account Owners, Super Admins and Accountants can access this page. Managers, Basic users and Clients are redirected to the dashboard.
Permissions
Access to Account Settings is restricted to specific roles.
| Action | Owner | Super Admin | Manager | Accountant | Basic |
|---|---|---|---|---|---|
| View account settings | Yes | Yes | No | Yes | No |
| Manage subscription | Yes | No | No | No | No |
| Edit theme & accounting | Yes | Yes | No | Yes | No |
| Manage project statuses | Yes | Yes | No | Yes | No |
| Manage terminology | Yes | Yes | No | Yes | No |
| Manage API tokens | Yes | Yes | No | No | No |
| Manage Hive profile | Yes | Yes | No | Yes | No |
Basic Plus follows Basic for the actions in this table; its extra access is to account-wide tasks and read-only projects. See Roles.