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Settings

Manage your company details, team members, data backups, and account preferences.


Settings

Libro separates settings for a company from preferences for your personal account.

Company settings

Use the workspace switcher to confirm the company you want to manage, then choose Company settings in the sidebar. The company settings area has four sections: General, Members, Data & backup, and Advanced. Choose Companies to return to the company directory without changing the active company.

General

General settings contain the legal identity and contact details used throughout Libro.

Company information

The Accounting details section controls the fiscal year end and reporting currency.

Accounting details

Changing the currency label does not convert amounts already recorded in the books.

Members

Members lists everyone with access to the company and their role.

Company members

Choose Invite member, enter the person’s email, select a role, and send the invitation.

Invite a member

RoleAccess
OwnerFull company control, including destructive owner-only actions
AdminCompany administration and day-to-day accounting access
EditorCreate and update accounting records
ViewerRead-only access

Data & backup

Use Download backup to export company data as JSON. Restore from backup replaces the current company data with a selected backup and requires the company name as confirmation.

Keep backup files secure: they contain company and accounting data.

Advanced

Advanced contains irreversible company-level actions. A double-entry company can be deleted here; an eligible single-entry company also offers the one-way switch to double-entry bookkeeping.

Advanced company controls

Read the confirmation carefully before continuing with any advanced action.

Personal settings

Open the menu under your name in the sidebar and choose Personal settings. Personal settings include General, Account, Notifications, and Billing.

General

Update your full name and choose whether Libro follows the system appearance or always uses light or dark mode.

Account

The Account section manages your display name, password, sign-in providers, active sessions, and account deletion.

Profile and password

Use Sign-in methods to connect Google or GitHub. Active sessions show where your account is signed in; revoke a session you no longer recognize or use.

Sign-in methods and sessions

Notifications

Choose whether Libro emails you about company invitations and member changes. These preferences save automatically.

Billing

Billing shows the current plan, company and collaborator limits, usage by company, and invoices.

Billing settings

Choose Upgrade to review available paid plans.

Delete account

Deleting your personal account permanently removes the account and the companies and accounting data attached to it. Use this only after exporting anything you need to retain.