Platform

Account settings, authentication, dashboard configuration, and miscellaneous platform options.

Written By Victor Raessen

Last updated 4 days ago

Platform Settings

Core platform configuration that controls how your Salesbuildr account behaves. Navigate to Admin > Platform.

Account

Setting	Description
Default account manager	The contact whose business card appears on the dashboard for new companies
Default company type	The default type assigned to newly created companies (e.g., Customer, Lead)
Include middle name	Show middle names when displaying user names (sourced from PSA if applicable)

Authentication

Navigate to Admin > Platform, then select the Authentication tab to configure login security settings for your Salesbuildr tenant.

The Authentication tab is only visible when authentication configuration is available for your tenant.

MSP Domains

Enter your company's email domain(s) to restrict access to invited users only.

Users who try to log in with an email address matching one of these domains will require a Salesbuildr invitation — they cannot self-register. Enter domain names without the @ symbol (e.g. company.com, not @company.com).

This protects your tenant if your domain is known to customers. Contacts and external users with different domains are unaffected.

Session timeout

Select how long a logged-in user's session remains active before they are automatically signed out. Options: 15 min, 30 min, 1 hour, 2 hours (default), 1 day, 1 week, 2 weeks.

Auth providers (SSO)

The Auth providers table lists the available login methods for your tenant. Toggle each provider on or off to control which sign-in options appear on the login page.

Providers typically include SSO integrations configured for your organization (e.g. Microsoft Entra ID / Azure AD, Google Workspace). The list of available providers is determined by your Salesbuildr subscription and any SSO integrations already set up.

When a provider is disabled, users cannot use that method to sign in — they must use email/password or another enabled provider.

To add a new SSO provider, contact Salesbuildr support. SSO setup requires configuration at the identity provider level.

Platform Authentication tab with session timeout and auth provider toggles — Platform Authentication tab — session timeout, and Password/Google/Microsoft provider toggles — Mar 1, 2026, 1:00 PM UTC

Dashboard

Navigate to Admin > Platform, then select the Dashboard tab to configure what appears on the Salesbuildr dashboard for your team.

Dashboard toggles

Setting	Description
Show articles on dashboard	Display help center articles as a widget on the dashboard
Hide welcome message on dashboard	Remove the welcome message card from the top of the dashboard

Custom dashboard tiles

Custom dashboard tiles are additional shortcut cards that appear on the dashboard. Use them to surface key links or KPI data for your team — for example, a link to your ticketing queue, a company intranet page, or a custom field metric.

Click Create dashboard tile to open the tile editor. Each tile has:

Field	Description
Name	The label displayed on the tile
Icon	A visual icon for the tile (selected from the icon library)
Link	A URL the tile links to when clicked — OR use a custom field instead
Use custom field	Instead of a link, display the value of a custom field (data point) directly on the tile
Company whitelist	Optionally restrict the tile to specific companies — only users associated with whitelisted companies see the tile

Tiles are listed in the table below the Create button. The table shows each tile's icon, name, whether a whitelist is active, and the link or custom field ID. Use the edit icon to update a tile or the delete icon to remove it.

Platform Dashboard tab with article toggle, welcome message toggle, and custom tiles — Platform Dashboard tab — article visibility, welcome message toggle, and custom dashboard tiles — Mar 1, 2026, 1:00 PM UTC

Miscellaneous

Setting	Description
Available system languages	Select which languages are available to users. English is always required
Timezone for PDF	IANA timezone used when generating PDF documents
Users and devices calculation strategy	How to determine user/device counts per customer: Disabled, PSA Custom Field, or Contract Item Reference

For currency, rounding, markup/margin, and discount configuration, see Financial.