Platform Settings Overview
Introduction
This article guides administrators through the various customization options available in the Settings section of your platform. In the Settings section, you can upload custom Terms and Conditions, edit the footer, add support contacts to the login page, change theme colors, and configure multiple platform aspects to match your organization's requirements.
In this article:
- Accessing Settings
- Theme & UI Configuration
- Integration Settings
- Currency & Payments Setup
- Authentication Management
- Customer Configuration
- Terms & Conditions Management
- Notification Settings
- Organization Management
- Custom Fields Setup
- Business Locations
- Prices
Accessing Settings
- Log in to your platform
- Navigate to the Settings section
- Choose the specific sub-section you want to modify from the available options.
The Settings section contains ten main configuration areas that allow you to customize different aspects of your platform.
Theme & UI Configuration
The Theme & UI section allows you to customize the visual appearance of your platform, including uploading custom logo and configuring theme colours.
Integration Settings
Configure third-party integrations and API connections in the Integrations section. This allows you to connect external services and automate data exchange between systems.
Currency & Payments Setup
The Currency & Payments section enables you to configure monetary settings and payment processing options for your platform transactions.
Authentication Management
Manage user authentication settings, including login methods, security policies, and access control configurations through the Authentication Management section.
Customer Configuration
Configure customer-related settings and preferences in the Customers section. This includes customer data management, segmentation options, and customer-specific configurations.
Terms & Conditions Management
Upload and manage your custom Terms and Conditions documents in the T&C (Terms & Conditions) section. This ensures legal compliance and provides clear guidelines for platform usage.
Notification Settings
Configure email notifications, alerts, and communication preferences in the Notification Settings section. This allows you to control when and how users receive platform notifications.
Organization Management
Manage organizational structure, hierarchies, and company-specific settings in the Organizations section.
Custom Fields Setup
Create and configure custom data fields to capture additional information specific to your business requirements in the Custom fields section.
Business Locations
Configure multiple business locations and location-specific settings in the Business Locations section.
Prices
Configure authorization controls for same-day pricing changes across the organization. This centralized setting determines whether users can create Customer Price markup configurations that take effect immediately. Check to learn more: Customer Prices: Same-day pricing configuration
Limitations
Some advanced configuration options may require administrator privileges or specific platform permissions. Certain integrations might need additional setup or third-party service configurations outside the platform.
Summary
The Settings section provides comprehensive customization options for your platform, allowing you to configure visual appearance, integrations, payments, authentication, and various operational aspects. Each sub-section offers specific configuration tools to tailor the platform to your organization's needs. Regular review and updates of these settings help maintain optimal platform performance and user experience.
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