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4 guides

Settings

Browse all Farin help guides tagged with Settings, including setup steps, screenshots, and workflow help.

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Wholesale 5 min read

Configure wholesale onboarding, portal settings, and payment methods

Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.

wholesalesettingspaymentsonboarding
Payroll and tax 5 min read

Configure payroll tax setup and reminder rules

Finish the payroll tax profile, add state details, and set reminder rules so filings and deposits do not sneak up on the team.

payrolltaxreminderssettings
Admin and settings 4 min read

Set company settings, branding, and defaults

Use company settings to lock in the basic details that shape scheduling, payroll, customer communication, and daily app defaults.

settingsbrandingcompanydefaults
Admin and settings 4 min read

Customize navigation for each role

Keep the app shell focused by showing the routes each role actually needs and hiding the ones that create noise.

navigationrolessettingsadmin
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