Skip to Content
Get startedI run CartonCrew

Getting started — admins

You’re running a CartonCrew tenant. Here’s the shape of what you can configure.

Day one

  1. Set your branding in Settings → Branding (logo, colors, org name).
  2. Invite your team in Settings → Users.
  3. Decide which extensions to turn on in Settings → Extensions.
  4. Configure your AI preferences in Settings → Organization → AI (or leave AI off entirely with the master toggle).
  5. If you’re using the Website CMS, edit your pages in the Website module.

Your name and photo: the card at the top right and My profile

The card at the top right of every admin page shows your photo (or your initials when there is none), your name, and your role underneath, such as Owner. During a ChAImp support session it says Support session instead of a role.

  • Your name is the name you are shown under everywhere in your organization: this card, Recent Activity, notes and the people lists. To change it, click the card, then My profile, type the name in Display name and press Save name. The card updates straight away; you do not need to sign out. Owners and Admins can also change anyone’s name in Settings → Organization → Users, on that person’s row.
  • Your photo: to add your own, click the card, then My profile, then Upload photo under Your photo, and choose a PNG, JPG or WebP image under 10 MB. It is shown on your card in every gallery you work in. Once one is set the buttons read Change photo and Remove photo. Only you can set or remove it; Owners and Admins cannot change it for you.
  • Which photo the card shows, in order: the photo you uploaded on My profile; otherwise the photo on your artist profile in this gallery when you are also a member artist (change that in the Artist Portal under My profile); otherwise the picture from the account you sign in with (such as Google). With none of these, your initials are shown. Remove photo takes your uploaded photo away and the card goes back down this list.

Keeping a page up to date: Refresh and Auto refresh

Two controls sit in the top bar of every admin page, next to your name.

  • Refresh reloads the information on the page you are on, without reloading the browser. You stay signed in, on the same page and the same tab, so there is no need to press F5. On a phone it shows as a circular arrow.
  • Auto refresh is a switch, off to start with. While a page is open and on screen, CartonCrew checks once a minute whether anything in your organization has changed. When something has:
    • Switch off: a bar appears at the top of the page saying what changed, with a Refresh button.
    • Switch on: the page refreshes by itself, except while you are typing into a form you have not saved or a dialog is open. Then the bar appears instead, so nothing you typed is lost.

Your choice is remembered for you on that device. Changes you save yourself are not reported back to you. Owners and Admins see what changed in words; other roles see a plain “something changed”. Only your own organization is ever checked.

Last updated: 2026-10-08 · Applies to: CartonCrew v1.853+

I use CartonCrewOverview