Onboarding setup 3: Custom fields, team management, developer tools, and historical data

Custom fields

Setup the custom fields specific to your business needs here. For example, this is where you would establish any extra required fields for customer accounts like ID Upload, Birthdate, Zip code, etc.

View more information about custom fields here.

Team

Setup individual accounts for all of the personnel who will be operating within the management portal for your company. Click the + button in the top right to add a new team member. Enter their name and email address, select their role, and send their invite so they can finish setting up their own Storeganise login.

Developer

This is where you will manage API Keys, Webhooks, and custom integrations like Segment and Google Tag Manager. You can find more information about these settings here.

History

Historical data of any changes made to the main settings.

To continue configuring your Storeganise instance, proceed to Onboarding Setup 4