What is the Settings section?
From the Settings section inside the Crafty Platform, 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.
How do I use the Settings section?
The Settings section is organized into three tabs.
General
The General tab gives you an overview of your account and organization. Here you can:
- Update your personal information, including your name, phone number, email address, and password
- View and manage your payment profiles
- Download important account resources, such as contracts, certificates of insurance, and service agreements
- View every account associated with your organization, organized by market and location, and review each account's assigned service level
Notifications
Stay informed with the updates that matter most to your team. From the Notifications tab, you can:
- Connect your Slack workspace
- Configure email and Slack notifications by location and choose which delivery updates you'd like to receive
- Edit Order Reminders
- Delivery En Route
- Delivered
- Onboarding Reminders
- Employee Feedback
- Almost Over Budget
- Over Budget
Users
The Users tab makes it easy to manage who has access to your Crafty Platform. From here you can:
- View all users in your organization.
- See which locations, budgets, and payment profiles each user can access.
- Invite new users to the Crafty Platform.
- Review user permissions across your organization.
FAQs
Can I update my contact information myself?
Yes! Navigate to the Settings tab at the bottom left of the Platform. Under "General," click the pencil icon to update your contact details, then hit Save Changes.
How do I connect Slack?
Navigate to Connect to Slack in the menu. Once connected, you can customize which notifications are sent to Slack for your locations and budgets. Learn More ➞
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 from the Notifications tab.
What if something looks off in my settings?
Reach out to our team via the chatbot or email support@craftydelivers.com, and we’ll help straighten it out.