How Settings is organized

Before you start

Open Settings

Click Settings at the far right of the app header. It opens on the first page your role can change. The left navigation groups the available pages.

The help icon beside a page title opens What followed by the page name holds. Use that description when deciding whether the setting belongs there.

On a narrow screen, Settings page replaces the side navigation with a grouped selector. Locked pages include View only in the selection label.

This lets you navigate the same settings without relying on the desktop rail. The permission still applies whichever layout you use.

Business

Business & locations defines who the store is, where it operates, and the details each location uses. Staff & roles controls access rather than customer contact information.

Customers settings define fields and customer-facing access. The customer records themselves are reached through Customers or linked profiles, not edited as general shop settings.

Account & data combines billing with retained records and irreversible data actions. Check the specific action's guide before using Danger zone.

Sales & operations

Product templates live under Products in the main app. The Products settings page holds shared catalog configuration, not the main template list.

Purchasing & accounting separates vendor setup, PO behavior, costing, commissions, and the accounting connection. A person's permission for one tab doesn't establish permission for the others.

Your store can rename its vendor label. Look for the configured word when a vendor tab differs from an example in the Academy.

Customer experience

Branding controls appearance, including email templates. Messages & notifications controls sending identity, timing, recipients, reply routing, and delivery history.

That distinction matters when a customer email looks wrong but sends at the correct time. Edit its template in Branding; investigate its trigger in Messages & notifications.

Some email-related tabs and PDF themes depend on availability for the shop. A missing tab doesn't always mean you opened the wrong page.

Saving and View only

Read the control's save behavior. Some pages use the shared save bar, while switches such as Reviews and changes on the brands board save immediately.

For a locked page, hover over the lock to read View only and its reason. Ask an administrator for the specific permission needed for the work.

Don't repeatedly change another setting to get around a read-only control. The page's permission is part of the store's access model.

Older setting names

Older names still work in Search Settings. Older settings links redirect to the current area.

If something goes wrong