Home Simplified Spaces Admin | Settings — Manages Profile Settings

Admin | Settings — Manages Profile Settings

Last updated on Oct 08, 2026

Describes the Settings section of the admin: General, Billing, Branding, Notifications, Import Profiles, Portal Configuration.

Overview

  • Entry point: Main menu → Settings.

  • Sub-sections: General, Billing, Branding, Notifications, Import Profiles, Portal Configuration.

  • Most pages here are organization-wide settings (not tied to a single location) — they shape how the whole platform looks, behaves, and communicates.

  • Most forms only show a Save Changes button once you've actually changed something (it stays hidden otherwise). Branding is the exception — most of its fields save immediately as you change them (see below).

1. General

Organization-level profile settings, shown as a single form. Header displays your Organization ID (read-only, system-assigned).

Fields:

  • Company Name

  • Support Email (must be a valid email)

  • Phone Number (country code + number)

  • Fax Number (country code + number)

  • Website (enter just the domain — "https://" is added automatically)

  • Country (dropdown)

  • Timezone (searchable dropdown, e.g. "(UTC+05:30) India/Kolkata")

  • Default Currency (dropdown, e.g. "USD - US Dollar")

  • Default Language (English or Spanish)

  • CIN — 21-character company identification number (auto-uppercased, validated format)

Click Save Changes to apply.

2. Billing

Note: despite the menu label "Billing", this page is currently your organization's Bank Details, not a plan/subscription or invoice-history screen.

Fields:

  • Company's PAN (auto-uppercased, validated format)

  • Bank Name

  • Account Number (9–18 digits)

  • Bank & IFSC Code

  • GSTIN / UIN #

  • State Code (2 digits)

Click Save Changes to apply.

3. Branding

Controls how your portal looks to clients. Three sections — most fields here save immediately when changed, not on a single Save button.

Branding

  • Portal Name — click the pencil icon to edit inline, then confirm (✓) or cancel (✗). Saves immediately.

  • Upload Logo — browse and select an image (PNG recommended; auto-resized to fit); preview shown against a sample layout. Reset clears it back to none. Saves immediately on upload.

  • Upload Favicon — same pattern (square PNG up to 256×256px recommended), own Reset control.

  • Display Footer Copyright — on/off toggle, saves immediately.

Color Scheme

  • Primary Color / Secondary Color — click the swatch to open a color picker; closing the picker saves the color immediately.

  • Client Portal – Login Background Image — drag-and-drop upload, with Reset.

  • Client Portal – Dashboard Banner Image — drag-and-drop upload, with Reset. All save immediately on change.

Custom Domain

  • Default Operator Admin Domain — inline-editable (pencil → confirm/cancel). Checks availability before saving; shows an error if the name is already taken.

  • Custom Web Portal Domain — inline-editable the same way. Shows a verification badge: green check = "Domain Verified", red/orange alert = "Domain not verified".

  • Configure button (next to Custom Domain) opens a popup with:

  • The CNAME record name and target value to add at your domain registrar (each with a copy-to-clipboard button)

  • A reminder to enable your domain's "Proxy Status" setting for it to work

  • Verify button to check the setup, or Cancel

4. Notifications

Manage automated email notifications sent to admins, clients, and portal users.

Viewing the list

  • Buttons: SMTP Settings (configure your own outgoing mail server) and Create Notification

  • Category filter tabs: Operator Admin, Customers, Web Portal

  • Filters: search, Type (System / Custom), Module (dynamic list, e.g. Bookings, Tickets, Leads)

  • Columns: Active/Inactive toggle switch, Type (System/Custom), Event name, Sent To (Member / Owner / Community Manager / Custom Email), Subject

  • Row actions: Edit, Copy (duplicate as a new template), Delete (only available on Custom notifications — System/default ones can't be deleted)

SMTP Settings

Popup to connect your own outgoing mail server:

  • From Name*, From Email*, Username*, Password*, SMTP Host*, Port*, Authentication Type* (SSL or TLS)

  • Save, Delete (remove the configured SMTP server), or Cancel

Creating / Editing a Notification

Opens a page with two sections:

Notification Details

  • Type* — Web Portal, Operator Admin, or Customers

  • Module* — dropdown, options depend on the Type chosen

  • Event* — dropdown, options depend on the Module chosen

  • Send To* — depends on Type (Web Portal → Member; Customers → Owner; Operator Admin → Community Manager or Custom Email)

  • Custom Email(s) — only shown if Send To = Custom Email; add one or more email addresses

Notification Content

  • Subject*

  • Copy Template — pick an existing template to pre-fill the subject and content

  • Content* — rich text editor for the email body; click any of the listed merge tags (e.g. client name, booking date) to insert them into the text at the cursor

Buttons: Save Draft, Save, Cancel.

5. Import Profiles

An Import Profile is a reusable mapping preset that tells the system how to match column names from your import file (e.g. a CSV) to the system's own fields — so you don't have to remap columns every time you bulk-import the same type of data.

Currently only the Visitors module is supported for creating profiles, even though Leads and Tickets appear as filter options.

Viewing the list

  • Search box, Module filter (Leads/Tickets/Visitors — defaults to Visitors)

  • Columns: Profile Name, Module, Created date

  • Row actions: Edit, Delete

Creating / Editing a Profile

  1. Click Create Profile.

  2. Enter a Profile Name*.

  3. Module is set to Visitors (locked).

  4. A mapping table appears with two columns: Source File Field (the column name from your import file — editable) and Simplified Spaces (pick the matching system field from a dropdown) for each field.

  1. Click Create Profile / Update Profile to save.

6. Portal Configuration

Controls login behavior and which self-service features are available to clients in their own portal.

Login & Security

  • Login Method — Email & OTP, Email & Password, or Magic Link

  • Two-Factor Authentication — shown but not yet selectable (coming soon)

Portal Features

Each is an on/off toggle for what clients can do in their own portal:

  • Book Workspace — allow clients to book workspaces themselves

  • Invite Member — allow clients to invite their own team members

  • Create Tickets — allow clients to raise support tickets

  • Change Account Details — allow clients to edit their own account info

Click Save Changes to apply.

General Notes

  • Most Settings pages only show Save Changes after you've made an edit; Branding is the exception — it mostly auto-saves per field.

  • These settings apply organization-wide, not per location.

  • What a specific admin can see or change here may still be limited by their assigned role/permissions.