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Settings overview

The Settings grouping contains organization-level tools that affect billing, event communication, embedded booking or engagement flows, and access management. These pages live under /organizations/:id/* and appear according to the current user's role and permissions.

In the dashboard sidebar the settings group can expose:

AreaRouteVisibility
Orders/organizations/:id/ordersAlways part of the Settings group for the active organization.
Mail templates/organizations/:id/mail-templatesRequires event list or read permission.
Widgets/organizations/:id/widgetsRequires event list or read permission.
Child organizations/organizations/:id/organizationsRequires organization admin entity permissions (see permissions reference).
Roles/organizations/:id/rolesSame as child organizations.
Promotion material/organizations/:id/promotion-materialScoutello platform staff accounts only (cross-tenant), not normal customer users.
Invoices/organizations/:id/invoicesScoutello platform staff accounts only (cross-tenant), not normal customer users.

Where Settings Fits

Settings covers organization-level setup rather than day-to-day CRM records:

  • Commercial follow-up: orders and invoices help reconcile purchases, ticket sales, tour access, refunds, and billing conversations.
  • Event communication setup: mail templates define reusable branded layouts for confirmations, reminders, and manual sends.
  • External entry points: widgets package selected Scoutello experiences so they can be embedded on partner or customer websites.
  • Hierarchy and access: child organizations and roles define which teams can see or edit records in multi-location or multi-brand setups.
  • Platform operations: promotion material and invoices are shortcuts for Scoutello staff, not normal customer-facing settings.

Support Checks

If a user cannot see a settings item, first confirm the active organization and the permission scope behind the sidebar entry. A missing route is usually intentional because the dashboard hides links that the session should not invoke.

For event-related settings, check whether the role includes event:list or event:read. For hierarchy and role management, check for admin entity permissions in the organization role. Promotion material and invoices require a Scoutello platform staff user; organization admin status alone is not enough.

Related concepts: Permissions.