Settings holds your organization's shared configuration — the screens every member of your team works from. Most pages here are organization-wide: change one and it applies to everyone. Preferences is the exception: it holds settings for just you, such as your own personal date format (see Module settings for where that's used as a fallback for other members).
Who can open what
Every page under Settings needs a signed-in account with an active membership in your organization. Beyond that:
- Preferences is personal — anyone can open and change their own.
- Permissions is for Owners and Admins only.
- Module settings is open to any active member for most of its screens. Two exceptions: the Asset Registry export needs the same View permission for Asset Registry that governs the Asset Management module, and Sales pricing — along with Price books, Bundles, Configuration rules and Guided selling — is for Owners and Admins only.
- The other pages under Settings — Organization settings, Users, Templates, Fields, Integrations, Implementation, and Reconciliations — each state on their own page who can open them.
Settings screens are not governed by permission groups, other than the Asset Registry export noted above.
What you can do
- Preferences — your own personal display and format settings.
- Organization settings — your organization's own account-level settings.
- Users — the people who belong to your organization.
- Templates — templates used across OCTO Ops.
- Fields — custom fields.
- Integrations — connections to outside systems.
- Implementation — implementation-related settings.
- Reconciliations — reconciliation-related settings.
- Permissions — permission groups: who's in them and what each one can do.
- Module settings — System, Categories, Finance, HR, Marketing, Stores, 3PL, Reports, Asset Management and Sales configuration.
Current limitations
- There's no screen anywhere in Settings to turn individual OCTO Ops modules on or off for your organization.
- Most Module settings screens show no confirmation message when you save — the page just reloads with your values kept. Categories is the exception.
- There's no control to transfer ownership of your organization to another member.
- Of the systems Integrations supports, only Magento currently has a working connection form.