Configure your StackCube workspace#
Settings contains company and account information, order rules, notifications, integrations, and billing.
Company information#
Enter the company name, representative, business registration number, phone, main email, and address under Settings → Company info. Add the mail-order sales number and privacy officer when needed.
This information appears in the order portal and customer documents. If you send order statements, add the deposit account, stamp, and signature images here too.
My profile#
Check your name, email, mobile number, and language under Settings → My profile. Your name and email are used for order assignees and customer CSV imports. A mobile number is required for new order alerts or statement copies sent to you.
If you belong to more than one workspace, select the company name at the bottom of the sidebar to switch workspaces. Roles and settings are separate in each workspace.
Find a setting#
| Task | Guide |
|---|---|
| Invite members, change roles, transfer ownership | Team members and roles |
| Set default assignee, item matching, and price checks | Order settings |
| Receive order alerts by email, Alimtalk, or Slack | New order notifications |
| Connect Ecount or Slack | Send orders to ERP, New order notifications |
| Set ship-from details and carrier files | Carrier CSV export |
| Manage plans, cards, and billing information | Plans and billing |
| Change a password and review stored data | Security and data handling |
| Find who changed a value | Check the audit log |
First checks#
- Replace any test company name with the name customers know.
- Invite admins and decide who may approve orders.
- Choose the default assignee, item matching, and price checks.
- Check the default ship-from location and new order notifications.
- Connect one order channel and send a test order.