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Settings and your account

Company details, modules and your own login.

What this page is for

Settings controls how Trade Sure works for your company. Only administrators can open it. Open More, then Settings. It opens on a page of groups. Inside a page, the tabs at the top show the other pages of that group, and All settings takes you back. Your own sign-in details are under My account, at the bottom of the left menu.

Screenshot: The Settings and your account page in Trade Sure
The Settings and your account page in Trade Sure

Do the common things

Set up your company

  1. Open Settings, then Company details.
  2. Add your name, address, VAT number, logo and bank details, then press Save company details.
  3. Open Documents and email for the numbering and wording of quotes and invoices. Each page saves on its own.

Switch a module on or off

  1. Open Settings, then Modules and plan.
  2. Use the switch next to the module. Modules that are on are billed on your plan.
  3. During the trial every module is on.

Follow the setup steps

  1. Open Getting started. Tick off each step. Each has a link to the right page.

Set your time slots, skills and holidays

  1. Use the Time slots, Skills list and Holidays tabs.
  2. The bank holiday button adds the year's bank holidays.

Add your own fields

  1. Open Custom fields and add a field to clients, jobs or other records.

Use two-factor sign-in

  1. Open My account, then Set up two-factor, then Turn on.
  2. Scan the picture with an authenticator app on your phone, such as Google Authenticator or Microsoft Authenticator.
  3. Type the 6-digit code from the app and press Confirm and turn on.
  4. Save the ten recovery codes. Trade Sure shows them once. Each code works once.
  5. Next time you sign in, type the code after your password. Tick Remember this device for 30 days on your own computer.
  6. An administrator can make it a rule for admins or office staff under Settings, Security and plan.
  7. Lost your phone and your recovery codes? Ask your company administrator to open your page under Team and press Reset two-factor.

Send from your own address

Emails normally go from a Trade Sure address with your company name on them. Replies already go to your own address. You can make emails come from your own address instead, for example office@yourfirm.co.uk. You need your own domain; a Gmail, Outlook or Yahoo address cannot be used.

  1. Open Settings, then Documents and email. Find the card Send from your own address.
  2. Type the address you want emails to come from and press Set up. If the card says Trade Sure will finish this for you, wait for the notification, then come back.
  3. Sign in where you bought your domain (for example GoDaddy, 123-reg, Google Domains).
  4. Find the DNS settings. They may be called DNS records, Manage DNS or Advanced DNS.
  5. Add a TXT record. Press Copy next to Host and paste it into the Host (or Name) field. Do the same for Value.
  6. Add a CNAME record the same way.
  7. Save the records there, come back and press Check now. DNS can take up to 48 hours. Trade Sure checks every day and sends you a notification when both records are verified.
  8. From then on emails go from your own address. Press Stop using to go back to the Trade Sure address.

Change your password

  1. Open My account, change your password, and sign out of other devices if you need to.
  2. You can also connect Google sign-in from My account if it is switched on.

Use more than one account

  1. Open the account menu at the foot of the left menu (on a phone, open the menu first). In the narrow menu, press your initials.
  2. Press Add another account and sign in with the other email and password. If that login uses two-factor, type the code too.
  3. The menu now lists every account you are signed in to. In use marks the one you are using. Press Switch to change.
  4. Sign out next to an account signs out of that one only. The main Sign out signs out of the account in use, and the next one takes over.
  5. Sign out of all accounts signs out of every one of them. You can be signed in to 5 accounts at once.
  6. Engineers find the same list on the Me page of the phone app.

If something looks wrong

  • You cannot see Settings: you need the admin role.
  • A tab is missing: it belongs to a module that is off. Switch it on under Modules and plan.
  • A number on a document is wrong: check the numbering under Documents and email.
  • Your own sending address stays "Not found yet": check the two DNS records are saved exactly as shown, wait up to 48 hours, then press Check now.

Still stuck? Contact us.