Q Recon
Payout Reconciliation Engine
Help Center / Company Settings
MODULE 2 · FIRM SETUP

Company Settings

Manage your profile and firm-level settings, then create roles before adding your team members.

Part 4 — Firm setup (admin)

Use the account menu (top right) for firm-level settings.

4.1 — My Profile

  1. Account menu → My Profile.
  2. Update your details if needed → Save details.
  3. To change password: enter current and new password → Update password.
QRecon My Profile settings

4.2 — Company Settings

  1. Account menu → Company Settings.
  2. Update firm contact and location.
  3. Save.
QRecon Company Settings page

Part 5 — Add employees (roles, then users)

Create Roles before Users. You need at least one active role before you can add team members.

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Only firm admins manage Roles and Users. Team users work inside workspaces based on their role permissions.

5.1 — Create roles

  1. Account menu → Roles.
  2. Add a role (for example "Bookkeeper" or "Reviewer").
  3. Set permissions and save.
QRecon Roles setup

5.2 — Add users

  1. Account menu → Users.
  2. Click Add user.
  3. Enter name, email, password, and role.
  4. Click Create user.
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There is no email invite flow — the admin sets the password when creating the user.
QRecon Add user form

5.3 — Edit users

  1. On Users, open Edit for a team member.
  2. Update details or role → Save changes.
QRecon Edit user form
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