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Settings

Manage your Every account configuration, users, and integrations.

Settings Categories

Quick Settings

Access commonly used settings:
  • Company legal name
  • Tax ID (EIN)
  • Business address
  • Company logo
  • Contact information
  • Bank account connections
  • Payment methods
  • Default payment preferences
  • Payment approval workflows
  • Pay schedules
  • Payroll tax registrations
  • Direct deposit settings
  • Deduction configurations
  • Time off policies
  • Performance review templates
  • Onboarding workflows
  • Employee self-service options

Account Security

Protect your Every account:
  • Two-Factor Authentication - Required for all admin users
  • Password Policies - Strong password requirements
  • Session Timeout - Automatic logout after inactivity
  • Login History - Track access to your account
  • IP Restrictions - Limit access by IP address (Enterprise)
Enable two-factor authentication for all users with financial access

Notification Preferences

Configure how you receive notifications:
  • Email Notifications - System alerts and updates
  • Slack Integration - Real-time notifications in Slack
  • Mobile Push - Mobile app notifications
  • Digest Emails - Daily or weekly summaries

Data Management

Control your data:
  • Data Export - Download your data in CSV/Excel
  • Data Retention - Configure retention policies
  • Audit Logs - Track all system activity
  • Backup Settings - Automatic data backup

Compliance Settings

Maintain regulatory compliance:
  • Tax registration information
  • Worker classification rules
  • Employment law compliance
  • Data privacy settings (GDPR, CCPA)
  • Document retention policies
Every automatically updates settings to maintain compliance with changing regulations

Billing & Subscription

Manage your Every subscription:
  • Current plan details
  • Billing history
  • Payment methods
  • Usage metrics
  • Plan upgrades/downgrades

Support & Resources

Get help when you need it:
  • Knowledge base access
  • Submit support tickets
  • Schedule consultations
  • Training resources
  • Community forum
Bookmark commonly used settings for quick access

Settings Permissions

Control who can modify settings:
RolePermissions
OwnerFull access to all settings
AdminMost settings except billing
ManagerDepartment-specific settings
EmployeePersonal settings only

Saved Configurations

Save and reuse common configurations:
  • Approval workflow templates
  • Report configurations
  • Payment schedules
  • Email templates
  • Custom fields

API & Developer Settings

For technical integrations:
  • API keys
  • Webhooks
  • Developer documentation
  • Rate limits
  • Sandbox environment access

Getting Started Checklist

Essential settings to configure initially:
  • Complete company profile
  • Add team members
  • Connect bank accounts
  • Set up payroll schedule
  • Configure approval workflows
  • Enable security features
  • Set notification preferences
  • Review compliance settings