Settings
Reporting, user profile, integrations, and migration
Maya Chen
Super AdminFounder & Lead Architect · maya@ufo.co
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Monthly Reporting
Enable automatic reports
Automatic send (skip approval)
When off, reports require admin approval before sending.
Reporting timezone
Report recipients
GoHighLevel Integration
Connection status
API credentials stored securely server-side
Sync clients, contacts, invoices, and payments. Webhooks handle duplicate-event protection. Credentials are never exposed in frontend code.
Data & Storage
This project runs in demo mode — data is stored locally in your browser. Enable Cloud for real accounts, persistent records, and file storage.
Cloud backend
Database, auth, and storage
ClickUp Migration
Import existing ClickUp tasks via CSV or API. Validates data and prevents duplicates without deleting source data.
Drag & drop ClickUp export, or click to browse
Supports clients, projects, tasks, assignees, due dates, priorities, statuses
Roles & Permissions
Super Admin
Full access to everything
Project Manager
Manage assigned clients, projects, tasks
Team Member
View and update assigned tasks
Finance Manager
Manage invoices and payments
Client
Restricted portal for approved progress