Branding
Navigate to Settings → Brand Management to customise how PropOps looks for your organisation.Company identity
Set your Company Name, Short Name, and a brief Description. These values appear in the browser title bar, the Progressive Web App (PWA) manifest, and any system-generated documents.Brand colours
Use the colour pickers to set your:- Brand colour — the primary accent used in buttons, highlights, and the navigation bar
- Secondary colour — used for supporting UI elements
Logos and assets
Upload a file or enter a local path for each asset:| Asset | Where it appears |
|---|---|
| Application logo (PNG / SVG) | Navigation bar, sign-in screens |
| Favicon ICO | Browser tabs (legacy format) |
| Favicon PNG 96×96 | Browser tabs (modern) |
| Apple Touch Icon (PNG) | iOS home screen |
| PWA icons (192×192 and 512×512 PNG) | Installed web app icons |
| Social thumbnail / OG image | Link previews on social media |
| Login slideshow images | Background slides on the sign-in screen |
Notifications
Navigate to Settings → Notification Settings to control which channels are active for which events. PropOps supports three notification channels:- In-app — displayed in the notification centre within the platform
- Email — sent via Brevo (transactional email)
- Push — delivered to browsers and iOS devices via Web Push / APNs
Permissions
Navigate to Settings → Permissions to control what each staff role and account type can access. Re-authentication is required to enter this page. The Permissions page has four tabs:- API access control
- Notifications
- Page access control
- Document permissions
A matrix showing every API endpoint permission grouped by category (Jobs, Financial, Contractors, and so on). Toggle each permission on or off per role or account type. The counter at the top of each column shows how many permissions are currently enabled for that entity.
Page visibility
To show or hide individual settings pages from the sidebar menu without changing permissions, navigate to Settings → Settings Visibility. This is useful for de-cluttering the menu by hiding pages that are not relevant to your workflow.Job tags
Navigate to Settings → Job Tags to manage the metadata used when creating and categorising jobs. You can configure:- Job types — the trade or work category (for example, Plumbing, Electrical, Roofing)
- Job priorities — urgency levels used for routing and SLA calculations
- Job statuses — the states a job moves through in your workflow
- Job title templates — pre-filled title suggestions to speed up job creation
Document settings
Two pages cover document configuration:| Settings page | What you configure |
|---|---|
| Documents | Template documents that can be attached to jobs — for example, standard access letters or scope of work forms |
| Job Documents | Document types that can be uploaded against a job and whether they require approval before the job can progress |
WhatsApp templates
Navigate to Settings → WhatsApp Templates to create and edit the message templates used when sending WhatsApp messages to contractors and tenants. Each template supports dynamic placeholders such as{job_ref}, {job_title}, {contractor_name}, and {appointment_date}. The editor shows a live preview of the rendered message as you type.
Templates are sent via the WhatsApp Business API. Your WhatsApp API credentials must be configured before messages can be sent — see Integrations for setup details.
Rate limiting
Navigate to Settings → Rate Limiting to view and adjust the API rate limit rules applied to each endpoint. For each rule you can set:- Endpoint — the API path the rule applies to
- Limit — the maximum number of requests allowed in the time window
- Window — the rolling time period in seconds
- Limit target — whether the limit applies per IP address, per authenticated user, or both
429 Too Many Requests with a Retry-After header. The default rule for password reset requests is 3 attempts per 15 minutes.
VAT rate
The default VAT percentage applied to all new invoices is set to 20%. To change it, go to Settings → System Configuration and update the VAT rate field.Changing the VAT rate affects new invoices only. Existing invoices retain the rate that was in force when they were created — issued invoices are immutable.