Settings

Settings is only accessible to admin users with full administrator rights.

Setting is where you can add and update admin users, information about your organisation, notification templates and other settings that do not need to be changed very often.

Please find below a list of the main Settings sections with description and quick links.

N.B. Depending on which package you are subscribed to, not all the Settings will be available to you.

General

• Organisation Details
• Organisation Logo
• Admin Users
• Access Policies
• Tags
• Services
• Notification Settings
• Admin User Notifications
• Extensions

Contacts

• Relationships
• Notifications
  • Login notification
  • Signup
  • Signup password
  • Password Reset
  • Profile updated (admin)
  • Contact added
  • Contact claimed
  • Claim approved
  • Claim declined

Enquiries

• Notifications
  • Enquiry received (admin)
  • Enquiry assigned (admin)
  • Enquiry Thanks

Mailings

• Mailing List Subscriptions
• Notifications
  • Confirm subscription
  • Subscription welcome

Memberships

• Memberships
• Notifications
  • Application created
  • Application updated
  • Application destroyed
  • Application approved
  • Application declined
  • Membership confirmation
  • Renewal Confirmation
  • Renewal notification (Admin)

Calendar

• Event Types
• Notifications
  • Event added
  • Event invitation
  • Removed from event

Bookables

• Notifications
  • Booking Created
  • Booking Updated
  • Booking Deleted

Resources

• Notifications
  • Reservation (admin)

Duty Roster

• Options
• Duty Types
• Notifications
  • Roster
  • Removed from roster
  • Roster response
  • Swap created
  • Swap invite
  • Swap reminder
  • Swap accepted
  • Swap declined
  • Swap assumed
  • Swap resolved
  • Swap failed

Forum

• Notifications
  • New forum post (admin)
  • Forum followup

Boats

• Relationships (Contact to Boat)

Products & Orders

• Notifications
  • Order received (admin)
  • Order Confirmation
  • Order Dispatched

Invoicing & Payments

• Numbering & Terms
• Invoice notifications
  • Invoice
  • Invoice Reminder
  • Invoice Thank You
• Reminders
• Gateways

Last updated 16:35 on 6 July 2024