Configuration overview
The Configuration section is where an administrator sets up the system: users and roles, global settings, templates, custom fields, integrations and automation. Changes here affect every user.
Open it from the Configuration group in the left menu.
What is in this section
| Page | What it does |
|---|---|
| Login users | User accounts, invitations, password resets and login history. |
| User roles | Roles and the per-module permissions they grant. |
| Settings | Configuration variables grouped by module (company details, defaults, integrations). |
| Email templates | Emails and document texts sent by the system. Email and document templates |
| Departments | Internal departments users belong to. |
| Custom fields | Extra fields on products, companies, documents and other records. |
| Media library | Files and images used across the system. |
| API keys | Keys for external integrations with the API. |
| Menu setup | Show, hide and reorder left-menu items per role. |
| Plugins setup | Enable and configure installed plugins (carriers, marketplaces, POS). |
| Translations | Override interface texts per language. |
| Cron jobs | Scheduled background jobs and their last runs. |
| Workflows | Automated actions triggered by document events. Automated workflows, Formulas |
| AI usage | Token usage and cost of AI-assisted features. |
PDF layouts are edited alongside the email templates: Invoice PDF Templates, Order, Quote, And Proforma PDF Templates.
Related
- Catalogs overview — reference lists
- E-commerce overview — web-shop specific settings
- Other modules overview