Settings

An overview of the Settings page.

Updated over a week ago

In the Retail platform, you can change your overall account preferences using the profile icon in the top-right corner of the page.

To access your Retail account settings:

  1. Select the profile icon in the top-right corner of the page.

  2. Select Settings.

NOTE: You can see the ​Projects​ link leading to the ​Productsup platform​​ if you have a Productsup platform account besides your Retail platform account.

There are six tabs with different account settings:

  • Preferences

  • Notifications

  • Organisation

  • Workspace

  • Connected workspaces

  • Developers

Preferences tab


In Preferences, you can manage the following settings:

  • Activate the option By default, expand export mappings of current workspace to let the platform expand export mappings automatically in your screen when you open the Export mappings page and select a data model and channel.

  • Activate the option In ‘Products’, set ‘Variant Name’ filter on ‘Master Data’ by default to let the platform automatically sort the column Variant Name on Master Data in the Products page.

  • Activate the option When exporting products, automatically fill in the retailer’s e-mail address to let the platform fill in the retailer's email address from the Retailer email in Contacts.

  • Activate the option By default, only archived products will not be shown in the product overview to hide the products with the status Archived in the Products page. You can select the Archived status in the Status filter, if necessary.

  • In Application scaling choose the size of the font on the page as desired. Use the + and - buttons to switch between the sizes.

Notifications tab


In Notifications, you can activate email notifications related to your tasks.

Select Email Notification Preferences to activate all types of the following notifications or select only the needed notifications types:

  • Task Assigned Notifications - This option lets you get email notifications that someone assigned a task to you.

  • Task Comment Notifications - This option lets you get email notifications of new comments and reactions posted to the tasks assigned to you.

  • Task Status Change Notifications - This option lets you get email notifications if the status of the task assigned to you changed.

Organisation tab


In Organisation, you can manage the following settings:

  • In Name, check the name of your organization. This field is usually disabled, as it is added at the registration and only the admin can change it.

  • In Description, add an optional description of your organization, if desired.

  • In Workspaces, see the workspaces available to your organization.

  • In Workflow labels, check the available labels. These labels determine the flow of enriching products. They are the same for each organization. The five possible labels are:

    • Concept - a draft of a product has been registered.

    • Saved - the product has been saved into the database.

    • Published - the product information has become available to clients and workspaces.

    • Live - the product is live.

    • Archived - the product has been taken out of circulation without removing its information from the database.

Workspace tab


In Workspace, you can check the following settings of the workspace that you are currently using.

  • In Name, see the name of your organization.

  • In General contact, select the name of the person who is the administrator for your organization, and who has the rights to moderate the workspaces available to you.

  • In Financial contact, select the name of the person who is in charge of financial questions in your organization.

  • In Logo, select Upload to upload the logo of your organization from your computer.

  • In Channel, see all channels available to your organization. This field is usually disabled and only the administrator can change the channels.

  • In Languages, select the languages used in your organization for communication.

Select Save to apply the changes.

Connected workspaces tab


In Connected workspaces, you can see all the workspaces available to you and represented with their logo, name, General contact, and Financial contact.

Developers tab


In Developers, you can request to enable the API key feature by contacting our sales representatives.

You can also get the developer guide by selecting the button Developer guide in the top right corner of the page.

Did this answer your question?