The Settings menu is where you manage your account, household, payroll preferences, notifications, schedule, security, and legal information.
1. Open Settings
Tap Settings from the navigation. On a phone, you’ll see a list of categories. On a wider screen (like the web dashboard), the categories appear as a sidebar with the selected section shown alongside it.
2. Choose a category
- Account — your name, contact details, and account email. See Account and Household Settings.
- Household — CRA business details, household display name, and emergency contacts. See Account and Household Settings.
- Payroll & Tax — payroll auto-approve, direct deposit, and TD1 forms. See Turning On Payroll Auto-Approve.
- Notifications — notification sound and delivery preferences. See Notification Settings.
- Schedule — external calendar sync. See Schedule Settings and Calendar Sync.
- Security — identity checks, passkeys, password, and devices. See Security and Legal Settings.
- Legal — privacy policy and terms of service. See Security and Legal Settings.
3. Return to Home
Tap Home at the top of the settings list to leave Settings and go back to your Home dashboard.