Settings

Use Settings to manage your OfficeTidy profile, subscription, computers, appearance, security, notifications, staff, data, and account.

1. Profile

The Profile section displays your: user name, email address, company, role, subscription status, a Manage Computers button, and the last successful sync time stamp.

Account switching — tap the account-switching icon to switch between OfficeTidy accounts. Use Add Account to add another company or account to the same device, then move between businesses without repeatedly logging out and back in.

Subscription status and manager — your subscription status shows your current plan and usage. The Subscription Manager is available to the Owner only and can be used to purchase, upgrade, or downgrade a subscription plan.

If you try to add a team member beyond your plan's limit, you'll be prompted to upgrade. Plan changes take effect immediately. Subscription cancellations are managed through the app store where the subscription was purchased.

Manage Computers — tap to generate an activation code for the OfficeTidy desktop app (available from the Windows App Store and Mac App Store when released). One computer is allowed per user; use the activation code to enable the desktop app, and check the last successful sync time stamp to see when the account last synced.

2. Appearance and Security

• App Lock — toggle on to lock OfficeTidy with biometrics whenever the app is minimised.
• Theme Mode — choose Follow device, Dark Mode, or Light Mode.
• Accent Colour — change the default accent colour used throughout the app screens.

3. Notifications

Job Reminders — toggle job-reminder notifications on or off.

4. Admin Tools

Admin Tools are visible only to users with the Admin or Owner role.

Manage Staff Accounts — add users to the account or edit existing users. Every team member has one of these roles:

• Owner — the account that created the company. Full access to everything, including deleting all job cards, all office data, or the entire company account. There is exactly one Owner, and the role can't be assigned to anyone else.
• Admin — full access to jobs, pricing, and the Admin and Finances panel, but not the Owner's account-level deletion options.
• Contractor — can view and edit assigned job cards. Pricing is hidden by default and controlled separately for each Contractor — an Admin or Owner can enable Show Job Pricing for an individual Contractor (for example, when paid a percentage of the job) without exposing pricing to every Contractor.
• Employee — can view and complete jobs but can't edit job details or see pricing.

Manage Data (Settings → Manage Data) — backup, sync, archive, import, export, and deletion tools:

• Backup and Sync — on Android, automatic daily backup can run in the background on Wi-Fi and charging, reducing mobile-data and battery use.
• Archived Customers — view and restore customers that have been archived or deleted.
• Import Data — import Job Cards, Office Data, or Health & Safety records.
• Export Data — export Customers, Bookings, Office Data, and Health & Safety records separately as encrypted or plain-text files where available.
• Delete All Job Cards and Customers — permanently delete all job cards and customer records.
• Delete All Office Data — permanently delete all expenses, assets, and earnings records.

Plain-text exports can be opened in spreadsheet software. Encrypted exports are intended for OfficeTidy's own backup/restore tools or for keeping a copy that can't be read outside the app.

Restore order: when restoring CSV backups, import Customers first and Bookings second — bookings use customer IDs to reconnect to the correct customer records.

5. More Actions

• Help — opens the OfficeTidy user guide.
• About — links to the Privacy Policy and Terms of Use.
• Delete My Account — permanently deletes the user's account details from the Firebase server. If the Owner deletes their account, the entire tenant and all its data are permanently removed from both OfficeTidy and Firebase.

6. Logout

Tap Logout to sign out and delete all OfficeTidy business data stored locally on the device. If fingerprint or Face ID quick login was enabled, the protected quick-login credential remains available for the next sign-in — useful if the normal session expires after the app hasn't been opened for a while.