Settings

The Settings area is used to manage users, organizations, companies, and billing.
Access to Organization, Company, User Management, and Billing settings is restricted to Admins.


User Settings

User Settings apply to your personal profile and preferences and are available to all users.

What you can configure

  • Name – Update how your name is displayed across statycs
  • Profile picture – Upload or change your avatar
  • Language – Choose your preferred UI language
  • Number formatting – Define decimal and thousand separators

User Settings showing name, profile picture, language, and number formatting


Organization Settings

Purpose

Organization Settings define global information and defaults for your organization and provide an overview of companies and seats.
Only Admins can access and modify these settings.

What you can manage

  • Organization name
  • Default settings for newly created companies:
    • Currency
    • Country
    • Industry
    • Fiscal year-end

Company & seat management

  • Add new companies to the organization
  • Manage available company seats as part of your subscription

Company Settings

Purpose

Company Settings control configuration for a specific legal entity.
Only Admins can access and modify company-level settings.

What you can manage

  • Company name and general company information
  • Fiscal year-end, currency, and industry
  • Company-specific configuration used across:
    • Financials
    • Analysis
    • Planning

Important
Changes made in Company Settings may affect existing reports, plans, and analyses.


User Management

Purpose

User Management allows Admins to control access, roles, and company visibility across statycs.

Invite users

  • Go to Settings → User Management
  • Click + Add user
  • Assign:
    • Role
    • Company access

Edit or remove users

  • Update roles or company access via Edit
  • Remove users to revoke access and free up seats

Roles & permissions

RolePermissionsSeat required
AdminFull access to settings, data, and all FP&A modulesYes
EditorEdit data, financials, analysis, and planningYes
ViewerRead-only access to Dashboard, Financials, and Analysis (plan selection only)Yes
GuestDashboard access onlyNo

Viewers cannot access the Planning workspace but can select plans in other sections.

User Management with user list and Add User modal

Guests have Dashboard-only access and do not consume a paid seat.


Billing Settings

Purpose

Billing Settings provide a central place to manage your subscription and billing details.
Only Admins can access this section.

What you can manage

  • Subscription plan and number of company seats
  • Billing details and payment method
  • Invoices and billing history

Typical actions

  • Upgrade or downgrade your subscription
  • Update payment information via the billing portal
  • View and download invoices

Workflow tip

Changes made in Settings take effect immediately across statycs.
Use Organization and Company Settings carefully, as they directly influence reporting, analysis, and planning behavior.