Getting Started
Settings module in Easedesk ERP — complete overview, features, FAQs
Complete guide to the Easedesk ERP Settings module — what it does, key features, who should use it, KPIs you can track, integrations, and India-specific compliance considerations.
Quick answer
The Settings module in Easedesk ERP lets you configure your workspace. It is built India-first with company profile, currency + fy, and module toggles — all in one place, designed for Indian SMEs. Data flows automatically to and from other Easedesk modules, GST returns are auto-populated, and access is governed by role-based permissions.
What is the Settings module?
Easedesk's Settings module is your workspace control panel — company profile (legal name, PAN, GSTIN, registered address), fiscal year, currency, module toggles, branding, integrations, and global notification preferences.
It is included in every Easedesk subscription (subject to plan availability) and works out-of-the-box with sensible Indian defaults. Whether you're a 10-person startup or a 500-person enterprise, the Settings module scales without changing how you log in or where your data lives.
Unlike standalone settings tools, Easedesk's Settings module is part of a connected ERP — data flows automatically between modules (your invoice posts to accounting, your payroll updates statutory liabilities) so you never re-key the same number twice.
Why Settings matters for Indian businesses
Built India-first — INR base currency, GST-aware computations, Indian compliance modules (PF, ESI, TDS, ROC) pre-enabled, and bilingual print templates where applicable.
For Indian small and mid-sized businesses, the regulatory landscape changes every few months — GST rate revisions, new TDS sections, fresh EPFO circulars. Easedesk's product team monitors gazette notifications and pushes updates so your Settings module always reflects the current law without you having to lift a finger.
Key features and capabilities
The Settings module in Easedesk ships with the following capabilities out of the box:
- •Company profile
- •Currency + FY
- •Module toggles
- •Branding
Who should use the Settings module?
Teams that configure your workspace regularly will get the most value out of this module. Typical users include founders, admins, business owners, and operations leads.
For Indian SMEs, this module is most actively used by promoter-directors and finance-controllers in companies up to ₹50 crore turnover, and by dedicated functional teams in larger organisations.
Why teams choose Easedesk for Settings
Compared to standalone tools, point solutions and legacy desktop software, Easedesk's Settings module gives you:
- •Tailor Easedesk to your org
- •Single source of truth
- •Onboarding-friendly
Permissions and access control
Access to the Settings module is governed by Easedesk's role-based access control (RBAC). By default, the Owner role has full access (wildcard permissions). The predefined roles that include Settings access are typically Admin, Admin, and the Viewer role (which gets read-only access).
Owners can edit any predefined role's permissions, or create new custom roles, in Settings → Users & Roles. Permissions are checked at the API level on every request — so even if a user finds a hidden URL, they cannot bypass the role gates.
For sensitive operations like delete, approve and export, you can require an extra-step approval workflow — see the Approvals module documentation.
Getting started checklist
Ready to start using the Settings module? Here's a recommended 5-step setup checklist:
- •Confirm the module is enabled in your plan (Settings → Modules)
- •Ensure the right users have access via predefined or custom roles (Settings → Users & Roles)
- •Complete the prerequisites — your Company Profile, fiscal year and master data
- •Create your first setting from the module sidebar
- •Review the related how-to and troubleshooting articles linked at the bottom of this page
Frequently asked questions
What does the Settings module do in Easedesk?
Is the Settings module included in my Easedesk plan?
Who can access the Settings module?
Can Settings be disabled if my team doesn't need it?
Where does data in the Settings module come from?
Is the Settings module GST-compliant?
Does the Settings module work on mobile?
Can I export Settings data?
How does the Settings module handle multi-branch businesses?
Is data in the Settings module backed up?
Related articles
Still have questions?
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