Help & Documentation

Settings are organized into tabs for easy navigation. Access them from the sidebar or keyboard shortcut.

• Click the gear icon in the sidebar to open Settings
• There is NO Ctrl+, shortcut for Settings — use the sidebar or Ctrl+K and type 'settings'
• Settings tabs, in order: General, Workflow, Account, Security & Privacy, then Backup & Data and Support (an Accounting tab appears between Security & Privacy and Backup & Data when your account has accounting enabled)
• The Account tab has subsections (scroll-spy): Profile, Signature & Branding, Billing & Issuer Details, Subscription, and Collaboration; the adjacent Security & Privacy tab holds Email & Password, Two-Factor Authentication, Sessions & Devices, Agent access, Privacy & Legal, and the Danger Zone
• Most settings apply as you change them; profile and account fields are the exception — they have an explicit Save button

1. Click the Settings icon in the sidebar
2. Select the appropriate tab for the setting you want to change
3. Make your changes (profile/account fields need a Save click; other options apply immediately)
4. Your preferences persist across sessions and devices (if logged in)

Add a profile picture to personalize your account and help others recognize you in shared projects.

1. Go to Settings → Account tab
2. Click 'Upload Picture' or the current avatar area
3. Select an image file from your device
4. Crop and adjust the image in the editor
5. Click 'Save' to apply your profile picture

Manage your account information including email, name, and contact details.

• Email address (used for account recovery and notifications)
• Display name (shown in shared projects)
• Company or organization name
• Professional title or role
• Contact phone number

1. Navigate to Settings → Account
2. Edit the fields directly in the Profile section (display name, role, company, phone, address, notes, certifications, licenses)
3. Click 'Save' to apply — the Profile section is a single form with one explicit Save button; there are no per-field Edit buttons and no auto-save
4. Email is changed in the separate Email & Password section and requires confirmation via a link

Store your tax / VAT ID and bank details once — they auto-render on every quote, invoice and rental request PDF. Encrypted with your account password and never stored in plain text.

• Tax ID / VAT Details (e.g. USt.-ID DE123456789) — printed in the issuer block of invoices and quotes
• Bank Details for invoices — IBAN, BIC, bank name; rendered as a footer block on sub-rental and gear-request quote PDFs
• Encrypted at rest with your account password — the password is never persisted, the cloud only sees ciphertext
• Synced across devices: enter once on desktop, decrypt on mobile with the same password

1. Open Settings → Account → 'Billing & Issuer Details'
2. First time: enter Tax ID and Bank Details, then type your account password and click 'Save Securely'
3. Returning sessions: type your account password and click 'Unlock' to view or edit the existing values
4. Update: change a field, re-enter your password, click 'Update Securely' — re-encrypts and re-syncs
5. PDFs that auto-render these details: sub-rental quote, sub-rental ZUGFeRD invoice, sub-rental delivery & return notes, gear-request quote

Customize how Cine Power Planner looks and behaves to match your workflow.

• Theme: System, Light, Dark, or Pink
• Language: English or German
• Undo Toast: toggle the post-delete undo notification and how long it stays visible

1. Open Settings → General
2. Find the preference you want to change
3. Select your preferred option from dropdown or toggle
4. Changes apply immediately

Keep your account secure with a strong password and good security practices.

• Create a strong password with letters, numbers, and symbols (12+ characters recommended)
• Passwords are validated against common password lists for additional safety
• Password history: bcrypt-hashed history prevents reusing your most recent passwords
• Change your password periodically for security
• Use a password manager for secure storage
• Never share your password with others

1. Go to Settings → Security & Privacy
2. In the 'Email & Password' section, click 'Change Password' to update your password
3. Enter your current password, then enter and confirm your new password
4. The app enforces minimum strength requirements and rejects commonly leaked passwords

Download a complete copy of all your data for backup or migration purposes.

• Export all projects, contacts, and templates
• Data is exported as a compressed backup file (.gz)
• Use this for backups or to migrate to another device
• Import can restore this data on any device

1. Go to Settings → Backup & Data tab
2. Click 'Download full backup'
3. Choose where to save the backup file
4. Store the file in a safe location
5. Repeat periodically for up-to-date backups

Sign out of your account when using a shared device or for troubleshooting.

1. Go to Settings → Security & Privacy
2. Click 'Sign Out' in the Danger Zone
3. In 'Sign Out Options', choose 'Keep Data Offline' or 'Clear Device Data'
4. Note: 'Keep Data Offline' leaves your projects in this browser, under the free-tier limit of 2 projects. 'Clear Device Data' removes all local projects and settings from this browser; the copy in the cloud stays
5. Sign in again anytime with your credentials