As part of our commitment to improving the Zomentum platform, we are introducing changes to how several key Preferences Settings are managed. Starting on Monday, 30th September 2024, certain settings will now be admin-only configurable. These updates aim to ensure greater consistency and control across your organization.



TABLE OF CONTENTS


What’s Changing?

Several settings that were previously user-configurable under Settings -> My Preferences (soon to be renamed simply as Preferences) will now be restricted to admins. These settings play a critical role in managing your organization’s workflow, and from now on, only admins will have the ability to modify them.


The affected preferences are listed below:

  1. Default Document Preferences:

    • Document expiration
    • Email reminders
    • Restricting document PDF download
    • Default fonts/colors
    • Confirmation message displayed on document approval

  2. Default Product Preferences:

    • Default mark-up and margin percentages

  3. Tax Display Preferences:

    • Show taxes combined or individually

  4. Default Payment Preferences:

    • Allowed payment methods
    • Percentage to collect
    • Adjustment fees on newly created documents

  5. Default Email Tracking Preferences:

    • Tracking clicked, opened, replied for emails sent from the platform

  6. Default Order Form Preferences:

    • Which pipeline and stage are used for submitted order forms


Key Changes to User Roles and Permissions

  1. Admin-Only Control:
    Only users with admin permissions will be able to edit the settings listed above.

  2. View-Only for Managers and Users:
    Users with Manager and User roles will have view access only to these settings but will not be able to modify them.


Initial Setup

Upon the release of this update, the settings configured by the account owner admin (the admin by which your account was originally created and identified as ‘Owner’ in the Users list) will automatically be applied across the platform for all users. After this, any admin can update these settings as necessary to suit the company’s requirements.




Future Changes

Once this update is live, changes made by admins will apply universally. The latest adjustments will always override any previous settings, ensuring that the most recent configuration is reflected across all users.


Action Steps Before 30th September

We strongly recommend that your account owner admin reviews and updates the preferences under Settings -> Preferences before the update takes effect on 30th September. This will help ensure that your company’s preferences are correctly set and consistent across all users.


Important Note on Default Email for Sending Documents

To ensure users retain control over their email preferences, the Default Email for Sending Documents setting has been moved to Settings -> Email Settings. Each user can configure their preferred email for sending documents independently, without needing admin approval. This allows for the continued use of personal or shared email addresses based on user needs.


For a detailed explanation of how to manage the Default Email for Sending Documents, please refer to our full article:
Understanding Changes to the Default Email for Sending Documents in Zomentum


If you need any assistance or have questions regarding this update, please don’t hesitate to contact our support team at [email protected].


Thank you for your attention to this important update!