User Guides for Settings Section

Overview of the Settings section

In Settings, you get access to the following sections:

• User Management Settings - Set Automation Platform's users, assign them roles, give them permissions and view license key through this section.
• Accounts Settings - Set Client Groups; Partner Slabs; Referral, Advisory and Affiliate Settings; and Company's Brand Settings.
• Products/Services Settings - Create Packages; Set Domain Pricing and Registrar Details; Create Server Group, Server Structure, VPS/Cloud Infra; Set Addons master, Bundled Products etc.
• Asset Settings - Set details for Datacenter; Software OEM,Vendor, Product Family; Hardware OEM, Vendor, Product Family; and Product Addons.
• Sales Settings - Set and manage Sales Targets; Product Upgrades and Discounts.
• Billing Settings - Set Currency and Payment Gateways Settings; Credit/Debit settings; Order, Invoice, Receipt Settings; Tax Master and Tally Integration Settings.
• Support Settings - Set Ticket Departments, Escalation Matrix, Titles, Status, Category, Distribution Master, Rating Master; Change and ITIL Management; Server Task Type and Category Manager etc.
• Marketing Settings - Set Promotions, Email marketing module, mailers and Create Testimonial Types.
• Communication Templates Settings - Set Email Templates, Email settings; Announcement and Scheduled Maintenance; Knowledgebase category and articles; SMS templates and SMS Settings.
• Server Monitoring Settings - PRTG and CACTI Settings.

Here's the screenshot of the Settings section: