Settings
Where to find it: Click your name at the bottom of the sidebar, then Settings
Settings is where you customize how Cherp looks and behaves, manage data imports, set up deliverable templates, and configure company-wide parameters.
What’s in This Section
| Page | What It Does |
|---|---|
| Appearance | Customize sidebar colors and content area styling |
| Personal Mode | Toggle between full admin view and a focused personal view |
| Data Imports | Sync with QuickBooks and import CSV data |
| Templates | Create and manage reusable deliverable templates |
| Company | Financial parameters, expense categories, and system configuration |
Who Sees What
| Page | Admin | PM | Employee | Contractor | Accounting |
|---|---|---|---|---|---|
| Appearance | Yes | Yes | Yes | Yes | Yes |
| Personal Mode | Yes | Yes | No | No | No |
| Data Imports | Yes | Yes | No | No | No |
| Templates | Yes | Yes | No | No | No |
| Company | Yes | Yes | No | No | No |
- Everyone can customize their own appearance settings.
- Personal Mode is only available to Admins and PMs — it’s designed for people who normally see the full admin interface but sometimes want a simpler view.
- Data Imports, Templates, and Company settings are manager-only. These affect how the whole system works, so they’re restricted to Admin and PM roles.