Organization Settings
Configure Breadbox for your organization — integrations, roles, health score weights, billing, and all the MSP-specific settings that make the platform yours.
Access: Most settings sections require the Admin role. Team members with other roles can access their own profile and notification preferences.
Settings sections
Users
Invite team members, manage roles, remove users, view last login dates.
Roles & Permissions
Customize what each role can see and do. Create custom roles.
Billing & Plan
View current plan, seat usage, upgrade, and manage billing.
Integrations
Connect PSA (ConnectWise, Autotask, HaloPSA), RMM (Ninja, Datto), accounting, and more.
Health Score
Adjust signal weights and GREEN/YELLOW/RED thresholds.
Standard Stack
Configure your MSP's preferred vendor/product per assessment category and map categories to services for auto-upsell.
Profitability
Set loaded labor rates per role and profitability tier thresholds.
Pipeline Stages
Customize deal pipeline stages — names, colors, probability defaults, Won/Lost flags.
Custom Fields
Add custom fields to Accounts, Contacts, Deals, Leads, and Contracts.
Compliance Templates
Customize framework checklists and create custom compliance frameworks.
Service Catalog
Define your standard services with default pricing. Used to quickly add line items to deals and contracts.
Terminology
Customize display names for SLA tiers, partner tiers, lifecycle statuses, and other labels.
Duplicate Detection
Review potential duplicate accounts and contacts. Merge, dismiss, or mark as false positive.
Workspace Access
Control which roles can use the 'View as' feature to see other team members' workspaces.
Dashboard Customization
Add, remove, resize, and reorder Daily Briefing. Customize per user.
Notification Preferences
Configure which notifications you receive. Set up alert rules for health drops, renewals, and more.
Profile
Edit your name, timezone, and theme preferences.
API Keys
Generate and manage API keys for the REST API. Configure webhook endpoints.
First-time setup checklist
When setting up Breadbox for the first time, work through these settings in order:
- 1
Invite your team
Settings → Users. Assign roles. Health scores and reports are most useful with all AMs in the system.
- 2
Connect your PSA
Settings → Integrations. This unlocks the ticket, CSAT, and billable hours health score signals.
- 3
Set your loaded labor rate
Settings → Profitability. Required for profitability calculations to be accurate.
- 4
Configure your standard stack
Settings → Standard Stack. This powers the stack deviation score in assessments.
- 5
Review health score weights
Settings → Health Score. The defaults are good starting points but tune them to your service model.
- 6
Customize pipeline stages
Settings → Pipeline Stages. Rename, add, or remove stages to match your sales process.
- 7
Activate workflow templates
Workflows → Templates. At minimum activate At-Risk Alert and Renewal Pipeline.