Admin Guide
Settings Workspace
Central admin surface for shared configuration
Tabs
The Settings app includes:
Safin dev sandbox Settings Home, captured from the browser content area without Chrome tabs or desktop chrome.
| Tab | Purpose |
|---|---|
| Settings Home | Entry point for admin settings. |
| Company Branding Settings | Org-wide branding used by shared email shells and PDFs. |
| Notification Profiles | Recipient routing for operational notifications. |
| Contact Data Settings | Contact data behavior and validation settings. |
| Quote Approval Settings | Approval thresholds, routing, and reviewer behavior. |
| Order Email Settings | Order, invoice, tracking, and payment email configuration. |
| Payment Term Settings | Payment term definitions and recalculation settings. |
| AfterShip Settings | AfterShip API and tracking polling behavior. |
| 3PL Runtime Settings | Provider runtime, alerting, scheduling, and operational flags. |
| Purchase Order Settings | PO workflow configuration. |
| Item Notification Settings | Item setup and inventory notification routing. |
| Payment Operations Settings | Runtime toggles for payment automation. |
| Payment Gateway Connections | Gateway inventory, status, and replacement workflows. |
| GL Account Intelligence | Automated GL setup and control surface. |
| Finance GL Controls Dashboard | Finance setup health. |
| Metric Integrity Dashboard | Dashboard issue monitoring. |
| Executive Daily Pulse | Broad executive operational dashboard. |
| Org Holidays | Business calendar and holiday configuration. |
| Commission Decay Settings | Commission decay administration. |
Change Control
Use settings screens for changes and keep notes on why values changed. For high-risk settings, verify the related workflow after saving:
- Quote approval settings: submit and review a test quote.
- Payment operations settings: confirm scheduler state and automation toggles.
- Payment gateway changes: confirm route/token readiness and historical transaction behavior.
- 3PL runtime settings: confirm provider schedules and a safe refresh path.
- GL settings: confirm item setup and GL posting readiness reports.
QA Links
Use these direct tab URLs in Vesper QA when available:
| Setting | QA URL |
|---|---|
| Settings Home | https://exodus--vesper.sandbox.lightning.force.com/lightning/n/Settings_Home |
| Payment Gateway Connections | https://exodus--vesper.sandbox.lightning.force.com/lightning/n/Payment_Gateway_Connections |
| Payment Operations Settings | https://exodus--vesper.sandbox.lightning.force.com/lightning/n/Payment_Operations_Settings |
| 3PL Runtime Settings | https://exodus--vesper.sandbox.lightning.force.com/lightning/n/ThreePL_Runtime_Settings |
| GL Account Intelligence | https://exodus--vesper.sandbox.lightning.force.com/lightning/n/GL_Account_Intelligence |
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