What is the Settings section?
From the Settings section, you can update your personal information, configure notifications, connect Slack, manage user access, view payment profiles, download important documents, and review every account associated with your organization.
Personal Information
The Personal Information section allows you to manage your individual account details, including your name, email address, phone number, and password.
How do I update my personal information?
- Navigate to Settings > General
- Click the pencil icon next to your profile
- Update your:
- Name
- Phone number
- Email address
- Password
- Click Save Changes
Payment Profiles
The Payment Profiles section lets you view and manage the payment methods associated with your account.
How do I manage my payment profiles?
- Navigate to Settings > General
- Scroll to Payment Profiles
- Click on the ••• next to the payment profile to edit
- Make any adjustments
- Click Submit
Resources
The Resources section lets you download important account documents, including contracts, certificates of insurance, and service agreements.
How do I download account resources?
- Navigate to Settings > General
- Scroll to Resources.
- Click the PDF icon next to the document you'd like to download.
Accounts
The Accounts section gives you an overview of every office associated with your organization, including service details and delivery information.
How do I manage my accounts?
- Navigate to Settings > General
- Scroll to Accounts.
- View all of your office locations and their assigned service model.
- Click the arrow > next to an account to view:
- Delivery address
- Billing information
- Additional account details
- To update delivery instructions, click the pencil icon.
- Your changes are saved automatically when you click outside of the field.
Notification Settings
The Notification Settings section allows you to customize the email and Slack notifications you receive for each location.
How do I update my notification settings?
- Navigate to Settings > Notifications
- If using Slack, take this opportunity to connect notifications to Slack
- Under Select a Market choose an office location to narrow down the settings
- Click or unclick the checkboxes to choose the notifications you do and don't want to receive:
- Order Reminders
- Delivery En Route
- Delivered
- Onboarding Reminders
- Employee Feedback
- Almost Over Budget
- Over Budget
Users
The Users section lets you manage who has access to your Crafty Platform.
How do I manage users?
- Navigate to Settings > Users
- From here, you can:
- View all users in your organization
- Review each user's locations, budgets, payment profiles, and permissions
- Invite new users to the Crafty Platform
FAQs
Can I update my contact information myself?
Yes! Navigate to Settings > General tab, click the pencil icon, update your information, and click Save Changes.
How do I connect Slack?
Navigate to Settings > Notifications, then select Connect Slack. Once connected, you can choose which notifications are sent to Slack for each location. Learn more here.
Can I choose which notifications I receive?
Yes. You can enable or disable email and Slack notifications for delivery updates, onboarding reminders, employee feedback, and budget alerts.
What can I do from the Users section?
You can view everyone in your organization, review their permissions, locations, budgets, and payment profiles, and invite new users to the Crafty Platform.
What if something looks off in my settings?
Reach out to our support team at support@craftydelivers.com, and we'll be happy to help.