Settings Overview
A map of every section in ProLens Settings and what lives where.
Settings in ProLens is structured by domain. This page is a map of the sections so you know where each capability lives.
The sections
- User Management - team users and roles
- PSA Connections - authorize, monitor, and revoke integrations
- Client Portals - portal defaults, satisfaction frequency, view as client
- Portal Branding - logo, accent color, custom domain, welcome copy
- Data Visibility - which fields appear in client portals
- AI Intelligence - per-feature AI toggles and trained outputs
- Utilization Targets - firm, discipline, and person targets
- Custom KPIs - define and pin custom KPI tiles (Practice+)
- Pulse - Weekly Pulse cadence and skip weeks
- Billing - tier, billing interval, payment method
- Security - audit log and access policies
Who can access Settings
Settings is Admin-only. Members and Viewers do not see the Settings navigation. See Access and Permissions.
Every change in Settings is captured in the audit log (Settings > Security) with the actor, timestamp, and old/new values.