Settings
The Settings page contains establishment-wide configuration for your Diversdesk environment.
Use this area when you need to review or adjust general setup that affects how your team and operation work inside the platform.
Depending on your setup and enabled modules, this area usually includes several different settings sections. The exact list can vary, but the most important ones typically cover the foundations of how your environment works.
Main Settings Areas
Section titled “Main Settings Areas”General setup
Section titled “General setup”Use the general settings area to manage your company profile, defaults, and broader environment configuration. This is usually where you adjust the setup that affects day-to-day use across the platform.
Customer onboarding
Section titled “Customer onboarding”The onboarding part of Settings is where you shape the customer paperwork and registration flow.
Related manual pages:
Staff access and permissions
Section titled “Staff access and permissions”Settings also connects closely to how your team gets access to the system and what each person is allowed to do.
Related manual page:
Payment and finance-related setup
Section titled “Payment and finance-related setup”Some settings pages are used to control how payment methods, payment-related workflows, or accounting connections behave in your environment.
Related manual page:
Operational defaults
Section titled “Operational defaults”You may also use Settings to manage technical or operational defaults that influence how activities and logistics are handled across the system.
Related manual page: