Administration and Settings: overview
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The written steps below already work. Come back to watch it.
Company settings, users and roles, two-factor sign-in, templates and per-customer numbering, lists, importing your data, the audit log, tax rates, email setup, proposal templates, your company website and the mobile app.
The steps, written out
- Settings: Company profile, defaults, calendar, units, PDF branding and sales rules
- Billing settings: Dunning, late fees, credit holds, invoice review and sales tax
- Users & roles: Employee directory and system roles. The demo uses a single login — switch roles with “View as”.
- Logins: People who can sign in. Each login has one role. Customer-portal logins see only their own customer.
- Simple mode (people): Lock someone to Simple mode and choose the big buttons on their home screen.
- Two-factor sign-in: Ask for a code from an authenticator app when people sign in
- Templates & numbering: Document templates and number sequences
- Lists: Every drop-down list registered by the modules — add, remove and reorder values. Existing records keep their stored value.
- Data import: Bring customers, contacts, items, employees, jobs and opening stock in from Excel or CSV — including Avontus exports
- Website leads: The summitscaffold.example contact form posts straight into the pipeline as a new lead
- Import your data: Bring customers, catalogue items and price lists in from Excel, CSV or a QuickBooks export. You see a preview first, and any import can be undone.
- Audit log: Every create, update and archive across the platform, with field-level changes
- Tax rates: open it from the left menu.
- System: Nightly jobs, backups and platform information
- Email setup: Choose how the emails your company sends are delivered, and check that they work.
- Proposal templates: Ready-made proposals: the text and settings your team starts a quote from.
- Messaging & consent: Who can be messaged, how replies come back, and who opted out.
- Company website: A simple page about your company, filled in from your data. Nothing is public until you publish.
- Website on your domain: Pages, your own web address, reviews and photos.
- Mobile app: Phones signed in to the mobile app
- New features available: Features built for Arkon One that you can add to your system.
Tip
Administration covers company settings, users, numbering, imports and integrations.