System Settings Overview

Last reviewed: June 9, 2026

On this page

System Settings is where permitted users maintain company setup, communications, lookup values, accounting mappings, shipping setup, and administrative exports.

What this screen is for

Use System Settings for setup that affects multiple PAX workflows. These settings are not day-to-day transaction entry screens; they control how other modules behave when users create orders, send emails, calculate tax, post GL activity, create FedEx labels, log work order labor, or export data.

Opening System Settings does not change records. Changes happen only when a setting is saved, imported, toggled, activated, deactivated, or exported.

Screen path

Dashboard > System Settings

The System Settings button appears near the lower area of the main dashboard.

Who can see System Settings

System Settings visibility is role-based.

User role	What the user can see
`admin`	System Settings button and all settings groups.
`executive`	System Settings button and all settings groups.
`csr`	System Settings button; currently limited to `Email Templates` inside Communications.
`sales`	System Settings button; currently limited to `Email Templates` inside Communications.
`manufacturing` without `admin` or `executive`	The dashboard does not show the System Settings button.

PAX supports multi-role users. The dashboard uses the user's full role list when deciding what to show.

Some actions inside visible settings can still have stricter backend enforcement. For example, Tax Rates can be viewed by admin and executive users, but importing tax rates is protected for admin users.

Settings groups

Group	Setting	Use it for
`Company`	`Tenant Configuration`	Company name, main contact information, addresses, dashboard logo, and PDF/document logo.
`CRM`	`Enable CRM Dashboard` or `Disable CRM Dashboard`	Show or hide the CRM metrics dashboard for admin and executive users on the current browser.
`Communications`	`Email Configuration`	Resend API key and sender details for outgoing email.
`Communications`	`Email Templates`	Review, preview, edit, activate, deactivate, test, and import email templates.
`Lookups & Master Data`	`Sort Codes`	Maintain customer and prospect categorization codes.
`Lookups & Master Data`	`Payment Terms`	Maintain payment term codes and due-date timing.
`Accounting`	`Chart of Accounts`	Add accounts, edit descriptions/type detail, activate accounts, and deactivate accounts.
`Accounting`	`GL Transaction Config`	Map automated transaction types to GL accounts.
`Accounting`	`Tax Rates`	Import and review sales tax rates by location.
`Accounting`	`Credit Cards`	Maintain corporate credit cards used by credit card workflows.
`Accounting`	`Work Order Overhead Rate`	Maintain the hourly overhead rate applied to work order labor.
`Operations`	`FedEx Configuration`	Maintain FedEx account number and label format.
`Operations`	`Data Exports`	Export tenant tables to CSV and download recent export files.

Accounting settings are especially sensitive. Do not change account mappings, tax data, or overhead setup casually because those settings affect future transactions and reporting.

What happens behind the scenes

System Settings writes to tenant-scoped data through the authenticated PAX session. The backend checks the user's session, tenant, and role before saving protected settings.

Important system effects include:

Setting area	System effect
Tenant Configuration	Updates company setup and linked address records. Primary address is used by shipping label generation and company information where implemented. Logos affect dashboard and document/PDF output.
CRM Dashboard toggle	Stores the CRM dashboard preference in browser local storage and updates the dashboard immediately. It does not change database records or user permissions.
Email Configuration	Controls outgoing email service credentials and sender identity for email-capable workflows.
Email Templates	Controls reusable email content for quotes, invoices, campaigns, and other email workflows.
Sort Codes	Changes customer and prospect categorization options used by CRM and campaign filters.
Payment Terms	Changes due-date timing options used by customers, quotes, sales orders, purchase orders, invoices, and AP workflows.
Chart of Accounts	Controls account numbers and descriptions used by GL, reports, transaction posting, depreciation, expenses, and selectors.
GL Transaction Config	Controls account mappings used by automated GL posting for configured transaction types.
Tax Rates	Controls sales tax lookup data and the Sales Tax by City report for supported states.
Credit Cards	Controls which cards can be selected in finance credit card workflows.
Work Order Overhead Rate	Affects overhead cost calculated from labor hours on work orders and transferred through WIP/finished goods workflows.
FedEx Configuration	Supplies FedEx account setup and label format for shipping workflows.
Data Exports	Creates CSV files from allowed tenant tables and makes them available temporarily for download.

Troubleshooting

I do not see System Settings

Likely cause: Your role does not qualify for the dashboard System Settings button, or you are a manufacturing user without admin or executive.

Safe fix: Ask an admin to review your user roles.

Contact support if: Your role includes expected access but the button is still missing after signing out and back in.

A settings group is missing

Likely cause: The System Settings button can be visible even when only a subset of settings is available to your role.

Safe fix: Use the groups shown to you. Ask an admin or executive to make protected changes.

Contact support if: You have admin or executive access but protected groups are missing.

A save action fails

Likely cause: Required fields are missing, the value is invalid, or your role can view the screen but cannot save that setting.

Safe fix: Read the message on screen, complete the required fields, and retry only after confirming the setting is correct.

Contact support if: The value is valid and your role should be allowed to save it.