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Settings

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


Settings

Libro has two levels of settings: company settings for managing a specific company, and account settings for your personal profile and security.

Company settings

Open company settings from the Settings tab in the navigation bar.

General

The General section lets you edit your company’s basic information.

Company settings - General
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Company settings - General (continued)
FieldDescription
Trade nameThe name shown throughout the app
Legal nameYour registered legal company name
TINTaxpayer Identification Number for tax reporting
AddressYour registered business address
EmailCompany contact email
PhoneCompany contact phone
Fiscal year endThe last month of your financial year. Affects how annual reports and periods are calculated.
CurrencyPrimary currency for all monetary values. Changing this does not convert existing amounts.

Click Save Changes to apply your updates.

Members

The Members section lets you manage who has access to your company.

Members, Data, and Danger Zone

Each member has one of four roles:

RolePermissions
OwnerFull access. Can delete the company, manage backups, and manage all members.
AdminFull access except deleting the company. Can invite members and change roles.
EditorCan create and edit journal entries and accounts. Cannot manage members or settings.
ViewerRead-only access. Cannot make any changes.

Inviting members

Click Invite to add a new team member.

Invite member

Enter their email address and select a role. Libro will send an invitation email. If the person already has a Libro account, they’ll also see a notification in the app.

Pending invitations appear below the member list until accepted.

Data and danger zone

Data and Danger Zone

Download backup exports all your company data (accounts, journal entries, and settings) as a JSON file. Use this to keep offline copies of your data.

Restore from backup replaces all company data with a previously exported backup file. You’ll need to type your company name to confirm. This action overwrites all existing data and cannot be undone. Only the company owner can restore backups.

Danger zone

The danger zone contains irreversible actions.

Switch to double-entry bookkeeping (single-entry companies only) upgrades your bookkeeping method. Existing transactions are preserved as journal entries. This cannot be undone.

Delete this company permanently removes the company and all its data, including accounts, journal entries, and reports. You’ll need to type the company name to confirm. Only the company owner can delete a company.

Account settings

Access your account settings by clicking your name in the sidebar, then navigating to the Account tab.

Profile

Update your display name. This is the name shown to other team members across all companies.

Password

Change your password if you signed up with email. Enter your current password and choose a new one (minimum 8 characters).

Account settings - Profile and Password
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Account settings - Connected accounts and Sessions

Connected accounts

Manage your linked sign-in methods (Google, GitHub). You can connect or disconnect providers, but you cannot disconnect your only sign-in method.

Active sessions

View all devices and browsers where you’re currently signed in. Each session shows the browser, operating system, IP address, and last activity time. Your current session is marked with a green badge.

Click Revoke on any session to sign out that device remotely.

Billing

Access billing from the Billing tab.

Billing

The Plan section shows your current subscription tier, how many companies you’ve created, and your collaborator limits per company. Click Upgrade to switch to a higher plan.

Usage by company breaks down collaborator usage across all your companies.

The Invoices section shows your billing history. Past invoices will appear here once you upgrade to a paid plan.

Delete account

Permanently delete your Libro account and all associated data, including every company you own, their accounts, journal entries, and reports. You’ll need to type your email to confirm. If you have a password, you’ll also need to enter it for verification.