The Settings Panel: Overview

Customise all the settings for your instance and Customer Portals.

Overview

There are two main types of settings which can be accessed by clicking on your name in the top right corner of the Management Portal. 

Settings can only be accessed & updated by users with the "Manager" admin role. Other articles will go into detail on each type of setting.

As with other parts of the system, the types of settings you'll see will depend on the type of setup you have (self storage; valet storage; or both).


Main settings

This includes the below sub-sections:

  • General
  • Brand
  • Emails
  • Units (self storage setups only)
  • Plans (valet storage setups only)
  • Items & products (valet storage setups only)
  • Areas (valet storage setups only)
  • Referrals
  • Promotions
  • Charges
  • Labels
  • Accounting (self storage setups only)
  • Custom Fields
  • Developer
  • History


Market settings

*Specific to valet storage setups

Each Storeganise instance with valet storage functionality enabled will have at least one market but multiple ones can be setup in order to customise any combination of: product offerings; pricing; delivery capacities and delivery charges. Each market has these sub-sections:

  • Deliveries & collections
  • Delivery charges
  • Items
  • Plans & products 


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