Navigating Admin Settings

Admin Settings contains the account-wide configuration used throughout Affinity. The options you can open depend on your role and enabled add-ons.

1. Open Admin in the main menu.
2. Select Settings.
3. Find the group below and select the setting you want.

Settings Groups

• User Management: My Profile, Users, Roles and Transfer Account Ownership.
• Branches & Regions: maintain branches and organise them into regions.
• General Settings: Account, Add-ons, Alerts, Finance, Management Companies, Managing Agents, SMS, Supplier Trades and Work Order Categories.
• Housing Group Settings: compliance check types for Housing Groups and Blocks.
• Property Settings: inspection types, issue categories and property compliance check types.
• Tenant & Tenancy Settings: case-management guidance, charge types, letter templates, meeting types, nationalities, complaint categories and request categories.
• Statements: default period, statement text and QR code.
• Security: IP Restrictions.

Saving Changes

Open the relevant setting and use its Add, Edit or Options controls. Save with the button on that form. Some pages, including Alerts, have separate forms with their own Update buttons. Saving one does not save the others.

Templates and type libraries configure choices used elsewhere; adding a type does not create an operational record. For example, adding a compliance check type does not record an inspection.

Export

Admin → Export is a separate main-menu option for CSV downloads. It is not a Settings group. Each export request selects one data type.