Accessing Settings
Navigate to Settings → Organization from the sidebar.Only users with Admin role can modify organization settings.
Company Profile
Basic Information
Configure your company details:Business Details
Branding
Customize how Buddy represents your business:Logo
Upload your company logo for invoices and documents
Colors
Set brand colors for generated documents
Logo Requirements
- Format: PNG, JPG, or SVG
- Size: Minimum 200x200 pixels
- File Size: Maximum 2MB
- Generated invoices
- Email communications
- Exported documents
Preferences
Order Settings
Product Settings
Customer Settings
Pricing Tiers
Manage your customer pricing tiers:1
Add Tier
Click Add Tier to create a new pricing level
2
Configure Discount
Set the default discount percentage for this tier
3
Set Priority
Arrange tiers in order of discount (lowest to highest)
Common Tier Examples
Notifications
Configure organization-wide notification preferences:Data & Privacy
Data Export
Export all your organization data:- Click Export All Data
- Select what to include (customers, products, orders)
- Choose format (CSV or JSON)
- Download the archive
Data Retention
Configure how long to keep certain data:Danger Zone
Delete Organization
Permanently delete your organization and all data:- Click Delete Organization
- Type your organization name to confirm
- Enter your password
- Click Permanently Delete
- Deletes all customers, products, orders, and invoices
- Disconnects all integrations
- Removes all team members
- Cannot be undone