Account Setup

Configure your ToolEquip account to match your organization's needs. This guide covers all account-level settings.

Company Profile

Your company profile contains basic information about your organization. Navigate to Settings > Company Profile to configure:

• Company Name — Displayed on reports, labels, and invoices.
• Address — Your primary business address for shipping and billing.
• Phone Number — Primary contact number.
• Website — Your company website URL.
• Logo — Upload your company logo for branded reports and labels.
• Timezone — Set your local timezone for accurate scheduling and reporting.
• Date and Number Format — Configure date and number formatting preferences.

Notification Preferences

Control what notifications your team receives and how they're delivered:

• Email Notifications — Configure which events trigger email alerts: overdue checkouts, maintenance due dates, reservation reminders, and more.
• In-App Notifications — Enable or disable in-app notification banners for various event types.
• Digest Frequency — Choose between real-time notifications or daily/weekly digests.

Integrations

Connect ToolEquip with other tools your team uses:

• API Keys — Generate API keys for programmatic access to your data. Available on Business and Enterprise plans.
• Webhooks — Configure webhook endpoints to receive real-time events from ToolEquip.
• Single Sign-On (SSO) — Configure SAML or OIDC-based SSO for Enterprise plans.

Account Security

Review and configure security settings:

• Password Policy — Set minimum password length and complexity requirements.
• Two-Factor Authentication — Require 2FA for all users or specific roles.
• Session Timeout — Configure automatic session timeout after inactivity.
• IP Allowlisting — Restrict access to specific IP ranges (Enterprise only).
• Audit Logs — Review all account-level configuration changes.

Subscription Management

From Settings > Billing, you can:

• View your current plan and usage stats
• Upgrade or downgrade your subscription
• Update payment methods
• View invoices and payment history
• Download tax documents