Company Settings
Company Settings
The Company Settings panel lets organisation owners and admins manage their agency's details, tenancy agreement defaults, and view a full audit history — all from a single place in the dashboard.
Access
- URL:
/dashboard/company-settings - Required role:
owneroradmin - Users without the required role will not see the panel content.
- All unauthenticated requests are redirected to
/sign-in.
Tabs
The panel is divided into four tabs.
1. Company Details
Store your organisation's general contact information:
| Field | Description |
|---|---|
| Company Name | Your agency's display name |
| Primary contact email | |
| Phone | Contact phone number |
| Website | Public website URL |
| Address | Office/registered address |
Click Save Company Details to apply changes. All saves are written to the audit log.
2. Agreement Details
Information used on tenancy agreements and official documentation. Split into three sub-sections:
Official Company Information
| Field | Description |
|---|---|
| Trading Name | The name your agency trades as |
| Registered Company Name | As registered with Companies House |
| Company Registration Number | Eight-digit Companies House number |
| VAT Number | e.g. GB123456789 |
Redress & Client Money Protection
| Field | Description |
|---|---|
| Redress Scheme | Select from: None, The Property Redress Scheme (PRS), The Property Ombudsman (TPO) |
| Redress Membership Number | Your scheme membership reference |
| Client Money Protection Scheme | e.g. ARLA Propertymark |
| CMP Membership Number | Your CMP membership reference |
Data Protection
| Field | Description |
|---|---|
| ICO Registration Number | Information Commissioner's Office registration number (e.g. ZA123456) |
Click Save Agreement Details to apply changes.
3. Tenancy Settings
Configure organisation-wide defaults used when creating tenancies. All values are stored as JSONB arrays.
| Setting | Description |
|---|---|
| Deposit Protection Providers | List of deposit scheme providers your agency uses (e.g. DPS, TDS, MyDeposits) |
| Break Clauses | Standard break clause options available on tenancy agreements |
| Compliance Document Types | Standard document types required for compliance (e.g. EPC, Gas Safety Certificate) |
| Default To-Do Templates | Pre-built task templates automatically applied to new tenancies |
Each setting uses a list editor — add or remove entries individually. Click Save Tenancy Settings to apply changes.
4. Audit Log
A filterable log of every change made to company settings within your organisation.
- Displays the action performed, the user who made it, and a timestamp.
- Useful for compliance tracking and reviewing recent configuration changes.
- Populated automatically whenever any settings mutation is saved.
Permissions
All tRPC procedures in the companySettingsRouter use adminProcedure, requiring the caller to hold an owner or admin role. The UI enforces the same restriction via the RoleGate component.
Data Storage
Company settings are stored in the company_settings table (one row per organisation). The table is covered by Row-Level Security (RLS) to ensure strict tenant isolation — each organisation can only access its own row.
JSONB columns are used for list-type settings (deposit providers, break clauses, compliance doc types, todo templates), allowing flexible schema-free storage of ordered string arrays.
Audit Logging
Every mutation (updateCompanyDetails, updateAgreementDetails, updateTenancySettings) calls logAudit() before returning. Audit entries are visible in the Audit Log tab and are scoped to the organisation.