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Firm settings is where Admins and Managers configure how Beech works for your firm — drawing sections, project statuses, templates, vendor types, teams, scheduling, and firm events. Contributors see a message directing them to contact an Admin or Manager. Personal settings live on My profile.

Navigating Firm settings

Open Firm settings from the More menu. The sidebar has:

• Firm — Members, Project Status Labels, Drawing Sections, Teams, Drawing Templates, Vendor Types
• General — Firm board, Scheduling
• Plan — Billing, Vault (storage usage and add-ons), BeeBo (credit packs)
• Admin (Admin only) — Data & Privacy, Audit log, Integrations (Slack and webhooks)

Your personal settings (profile, password, email, security, notification preferences) are reached from the user menu → My profile (/settings/account), not from the Firm settings sidebar.

Project status labels

Rename, archive, or add custom project workflow statuses. Nine defaults ship with every firm (Intake → Completed). Keys stay fixed after create; display names are what your team sees. You must keep at least one active status.

Drawing sections

Create, rename, reorder, and delete drawing sections. Sections group drawings in the project Work tab (Survey Drawings, Floor Plans, Electrical Drawings, etc.) and supply the short code used in drawing reference numbers. Drag the handle on each section to reorder. A section can only be deleted if it has no drawings assigned to it.

Drawing list templates

Create reusable drawing list templates that can be cloned onto new projects. Each template contains a list of drawing items with title, section, and optional task size (Light through Extra heavy, the same 1–5 scale used on tasks). When creating a project, select a template to pre-populate the drawing list.

Add drawing items one at a time, or load the residential standard list and edit from there. Drag the handle on each row to reorder before you save.

Vendor types

Manage the types used to categorise vendors in your firm's vendor directory (e.g. Structural Engineer, MEP Consultant, Landscape Consultant). Types are also created inline when you add a vendor from Add Work or the Vendors directory — this settings page is for reviewing and adding types in bulk.

Firm board

Post firmwide announcements, team lunches, and birthdays from More → Firm board (/announcements) or Firm settings → Firm board. Announcements can include a body, optional pin (max 2), and expiry date. Lunch and birthday items need a calendar date. Posts appear on Home for everyone; expired announcements move to Archive on the board page. Only Admins and Managers can post, edit, or delete. See Home for how the board card appears on the command centre.

BeeBo credits

Firm settings → BeeBo (under Plan) shows BeeBo usage for the current period and optional monthly credit-pack subscriptions (prorated first charge, then renew on your Beech billing day). Admins manage packs and renewals; Managers can open the section to view usage. For how BeeBo works day to day, see BeeBo.

Integrations (Admin only)

Firm settings → Integrations connects Slack and signed outgoing webhooks for firm event notifications. Google Calendar, Microsoft Teams, and Outlook integrations are marked coming soon when not yet available.

• Slack — connect a workspace, pick a default channel, optionally map per-project channels, and choose which events to send (task assigned/status changed, drawing approved, review requested, vendor delivered, chat mentioned, and related).
• Outgoing webhooks — Admin adds a URL and signing secret. Events include task.assigned, task.status_changed, drawing.approved, review.requested, review.completed, vendor_request.delivered, beebo.status_report_dispatched, and chat.mentioned.

Audit log (Admin only)

Firm settings → Audit log lists sensitive firm actions (member changes, billing, exports, and similar) for accountability. It is separate from the Activity feed, which focuses on day-to-day work events.

My profile

Each user manages their personal settings from the user menu → My profile:

• Profile — update your display name and job title
• Password — change your login password
• Email — change your email address (requires confirming via a verification link sent to the new address)
• Security — set up or turn off two-factor authentication (authenticator app). Backup recovery codes are shown once when you confirm enrollment — save them somewhere safe; Beech does not keep a “view codes again” screen. On login you can trust the device for 30 days.
• Notification preferences — toggle individual notification types on or off, and optional browser push. Set digest mode: Immediate (receive each notification as it happens), Daily (one daily email summary — the default), or Off (no email, in-app only).

Data export (Admin only)

Export all firm data as a ZIP file containing JSON, Excel reports, and Vault files (project folders and the firm library, including trashed files when present). Binary Vault files are included when storage is configured; large Vaults can take several minutes. No password hashes are included. Go to Firm settings → Data & Privacy → Export firm data.

Firm deletion (Admin only)

Request firm deletion from Firm settings → Data & Privacy → Delete firm. You must type the exact firm name to confirm. Deletion enters a 7-day grace period during which you can cancel. After the grace period, all firm data and files are permanently deleted. This cannot be undone.