The Settings section allows you to manage your company information, sales locations, user accounts, and more.
1. Company Settings
In the Company view, you can manage your company profile, branding, contact information, office address, and sales locations.
Company Information and Branding
You can update the following information:
Company logo – Upload or update your company logo.
Brand colours – Configure your primary colour, on-primary colour, dark primary colour, and dark on-primary colour.
General information – Manage your company’s legal name, company name, registration number, and VAT number.
Currency – Set your main currency, VAT percentage, and alternative currencies.
Languages – Select the languages supported by your company.
Contact Information
Manage your company’s main contact details, including:
Website and email address.
Phone number.
Main contact – Select a team member as the main contact.
Office Address
You can manage your office address information, including:
Office name and street address.
Apartment number, ZIP code, and city.
County, state, or province, and country.
Latitude and longitude.
Opening hours.
You can also manage translations for opening hours in the supported languages.
Sales Locations
The Sales Locations section allows you to manage the locations where your machines are available for sale.
For each location, you can configure:
Location name and address.
Apartment number, ZIP code, and city.
County, state, or province, and country.
Latitude and longitude.
Email address and phone number.
Opening hours and their translations.
To add a new sales location, click Add location.
To remove a location, click the trashcan icon next to it.
When you have finished making changes to your company information and sales locations, click Save all to save your changes.
2. People
The People view allows you to manage the users and contacts associated with your company account.
View and Manage Users
You can customise the displayed columns and switch to full grid view.
To add a new user, click Add user and fill in the relevant information.
User Details
When creating a user, you can configure the following information:
Profile picture – Add a profile photo after the user has been created.
External contact – Mark the person as an external contact. External contacts cannot log in but can be used as sales contacts or displayed on your website.
Basic information – Enter the first name, last name, login email (username), and phone number.
Roles and permissions – Select the user's role and configure their individual permissions.
Spoken languages – Select the languages spoken by the user.
Position – Enter the user's job title or position.
Contact location – Choose the relevant location.
Billing information – Enter the billing company, registration number, and VAT number.
Show in ads – Configure whether the contact should be displayed in advertisements.
Publishable contact information – Add public contact details, such as an email address, phone number, messaging apps, or website links.
You can also configure the user's position in the supported languages.
The new version of Machineric allows you to customise permissions for individual users.
When adding a user, review the configured rights and adjust them according to the user's responsibilities.
Once all information and permissions are correct, click Add user to save the details and add the user to your company account.
3. Roles
To manage standard roles and their permissions for multiple users, go to Settings → Roles.
The Roles view allows you to manage access rights for users in your company.
Machineric provides the following standard roles:
Administrator
Sales representative
Manager
Viewer
Assign a Role to a User
To assign a role:
Open the relevant role.
Click Add user.
Select the user you want to assign the role to.
To remove a role from a user, click the X next to their name. This removes the role and its associated permissions.
Edit an Existing Role
To modify a role's permissions:
Open the relevant role and click Edit.
Uncheck the permissions you want to remove.
Check the permissions you want to add.
If needed, change the role name.
Click Save role to save your changes.
Note: The Administrator role cannot be edited because it is a standard Machineric role for users with administrator rights.
Create a Custom Role
You can create roles tailored to your company's needs.
Click Add role.
Enter a name for the role.
Configure the permissions you want the role to have.
Click Save role.
The new role can then be assigned to the relevant users in your company.