> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vyntaintegrate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Vynta Integrate Account Setup: Profile and Billing

> Set up your business profile, notifications, customer portal branding, and billing so Vynta Integrate is ready for your team and customers.

Account setup happens during onboarding, but you can adjust any setting later. This guide covers everything you configure to make Vynta work for your business.

## Business Profile

<Steps>
  <Step title="Go to Settings">
    Click **Settings** in the sidebar.
  </Step>

  <Step title="Business Profile">
    Fill in:

    * **Business name** — shown in the app, portal, and emails
    * **Logo** — uploaded to the header and customer-facing documents
    * **Contact details** — phone, email, address
    * **Service area** — the region you operate in
    * **Timezone** — affects scheduling and timestamps
  </Step>
</Steps>

## Work Hours

Define your standard business hours:

1. Go to **Settings** > **Time & Attendance**
2. Set **Standard Work Hours** (e.g., Monday to Friday, 08:00 to 17:00)
3. This affects scheduling, auto clock-out, and timesheet calculations

## Notifications

Control who gets notified about what:

| Notification           | Who receives it         |
| ---------------------- | ----------------------- |
| New job assigned       | The assigned technician |
| Job completed          | Admin/Dispatcher        |
| SLA approaching breach | Admin/Dispatcher        |
| Certificate expiring   | The technician + Admin  |
| Low stock alert        | Admin                   |
| Customer request       | Dispatcher              |

Go to **Settings** > **Notifications** to configure each one.

## Customer Portal Branding

Customise how the portal looks to your customers:

1. Go to **Settings** > **Portal**
2. Upload your logo
3. Set the primary colour (defaults to your brand blue)
4. Add a welcome message
5. Preview before saving

## Billing Setup

Configure how you bill customers:

1. Go to **Settings** > **Billing**
2. Set invoice numbering (e.g., INV-0001)
3. Set tax rate (e.g., 15% VAT)
4. Set payment terms (e.g., 30 days)
5. Connect PayFast if you accept online payments

## Time & Attendance

Set up time tracking:

1. **Standard work hours** — when shifts start and end
2. **Auto clock-out** — grace period before automatic clock-out
3. **GPS tracking** — enable or disable location verification

## AI Features

Control AI-powered features:

1. **Voice dictation** — enable voice-to-text transcription
2. **AI copilot** — enable AI suggestions for job descriptions and parts

## What's Next?

After setup, you're ready to:

1. [Add your team](/guides/adding-team-members)
2. [Add customers](/core-concepts/customers)
3. [Create your first work order](/guides/creating-work-orders)
4. [Start the guided tour](/getting-started/quickstart) from the dashboard

## FAQ

<AccordionGroup>
  <Accordion title="Can I change settings after onboarding?">
    Yes. All settings can be adjusted at any time from the Settings page.
  </Accordion>

  <Accordion title="Who can change settings?">
    Owners can change all settings. Admins can change most settings except billing. Technicians and Dispatchers cannot access settings.
  </Accordion>

  <Accordion title="Do changes take effect immediately?">
    Most changes take effect immediately. Some (like timezone) may require a page refresh.
  </Accordion>
</AccordionGroup>