Setup & configuration
Everything that’s “set it once” or “set it once a quarter”. Start with First-hour setup if your organization is brand new.
Settings → Organization
Most of it is under Settings → Organization, a row of buttons — Branding, Users, Billing, Domain, AI and Data — inside the Organization tab. Who may use each one is decided by the role:
| Where | What you change there | Who can |
|---|---|---|
| Settings → Organization → Branding | Logo, favicon, colors and font: Owner only. Organization name and email contact details: Owner or Admin — Branding | Owner (branding); Owner or Admin (name and contact details) |
| Settings → Organization → Users | Invitations and roles; what each person can do is on their person page — People & access, What someone can do | Owner or Admin |
| Settings → Organization → Billing | Subscription and payment details | Owner |
| Settings → Organization → Domain | Your own web address — Custom domain | Owner |
| Settings → Organization → AI | The AI features switch, the provider, the model and your own AI key — AI master toggle, Bring your own AI key | Owner |
| Settings → Organization → Data | Data safety card and Download all data (JSON): Owner or Admin. Deleting an extension’s data and Delete organization…: Owner — How far back your data can be recovered, Exporting your data, Wiping tenant data | See each page |
Other Settings tabs
| Where | What it is | Who can |
|---|---|---|
| Settings → Extensions | Switching extensions on and off — Extensions. Deleting an extension’s data is on Settings → Organization → Data | Owner or Admin |
| Settings → Recent Activity | A read-only feed of everyone’s recent activity — Recent activity | Anyone with Settings |
| Settings → The Hub | Make the front-desk computer a Hub, and manage its desks — The Hub (front-desk screen). Art galleries only | Owner or Admin |
| Settings → About | The version you are running and What’s new — What’s new | Anyone |
Tabs and menu items for art galleries only
Some screens are for art galleries alone. An organization that is not an art gallery does not see them, even with the Artwork Catalog extension switched on:
- the Settings tabs Membership dues, Member feedback, QuickBooks, Taxonomy, Inventory reports, Labels, The Hub and Shifts;
- the Piece history by SKU box on Settings → Recent Activity;
- the Allow ChAImp support to view member portals switch at the top of Settings → Roles (only a gallery has member portals);
- the sidebar items Artwork Catalog, Financial, Sales and Artists. Typing their web address opens the Dashboard instead;
- the gallery Dashboard (the gallery’s own cards at the top of the Dashboard). When no card applies to your organization, the Dashboard says “Welcome to your dashboard” and points you to the menu on the left.
Patrons, Classes and Exhibitions & Shows are not gallery-only: any organization that switches them on sees them.
For everyone
- Install as an app: put CartonCrew on your phone’s home screen or your desktop.
- Sidebar order: each person can reorder the modules in their own sidebar.
- Self-Healing: CartonCrew reports a bug automatically when someone hits one. There is nothing to switch on.
An Editor, a Viewer or a gallery role cannot change anything under Settings → Organization. If you are one of those and something there needs changing, ask an Owner or Admin. Billing, Domain, AI, branding and deleting data are the Owner’s alone.
Last updated: 2026-10-14 · Applies to: CartonCrew v2.0.0+