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Settings Overview

2 min de leitura5 de abr. de 2026

Settings is the hub for everything that shapes how CrafterBy behaves: your personal account, your team, your billing, and — most importantly — the numbers that every cost calculation depends on.

The Settings hub

The 14 pages

PageControlsScope
ProfileYour name, contact details and interface languageYou
SecurityYour passwordYou
NotificationsEmail and push preferences (not yet active)You
TeamMembers, roles, invitationsOrganization
Plan & SubscriptionYour plan and usage limitsOrganization
Payment MethodsCards, via the Stripe portalOrganization
Billing HistoryPast invoicesOrganization
Cost SettingsCurrency, measurement, labour and electricity rates, overhead %, wasteOrganization
Business OverheadMonthly fixed costs and how they reach productsOrganization
CategoriesGrouping for materials, products, machines and moreOrganization
Material TypesRaw Material, Consumable, Packaging…Organization
Units of MeasureThe units available and how they convertOrganization
Stock LocationsWhere stock physically livesOrganization
TaxesTax rules applied when pricingOrganization

You settings follow your account between workspaces. Organization settings belong to one workspace only — switch organizations and you are editing a different set of numbers entirely.

The order to set them in

Later settings depend on earlier ones, so configuring out of order means redoing work.

  1. Cost Settings — currency first of all, then your labour and electricity rates.
  2. Business Overhead — your monthly fixed costs and production hours.
  3. Units of Measure and Material Types — the vocabulary your materials will use.
  4. Categories — how you want to group and report on things.
  5. Stock Locations — only if you hold stock in more than one place.
  6. Taxes — if you invoice with tax.
  7. Team — invite people once the workspace is set up.

Currency is the one setting that is painful to change later: CrafterBy does not convert existing values, so every number you already entered keeps its figure and simply gains a new symbol. Decide it before you enter real data.

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Settings Overview — CrafterBy Help — CrafterBy Docs | CrafterBy