Settings overview
Reference for Settings overview in Wholechain Settings.
Settings is where users manage their profile, configure the account, and manage master data. This reference lists each Settings screen, field, action, value, rule, and message. Labels in bold match the interface.
At a glance
| Item | Detail |
|---|---|
| Who can use it | All users. Some settings are Admin-only (see each page). |
| Where to find it | The gear icon at the bottom of the left-hand navigation bar, or the Settings button on the Dashboard. The Trade Items, Locations, Trade Partners and PO Tracker modules also have a gear icon at the top of the page that opens the matching tab (see Open a module's tab of Settings below). |
| Structure | Three parts: the Personal Settings tab (first tab, above the sections, with no section title); the Organization Settings section (9 tabs); and the Master Data Settings section (4 tabs). See Settings structure below. |
| Window | Titled Settings; opens on Personal Settings. Close with the X at the top right. A Help link is also at the top right. |
Open a module's tab of Settings
Click the gear icon at the top of a module page to open the matching tab of Settings. You can also open Settings with the gear icon at the bottom of the left-hand navigation bar (or the Settings button on the Dashboard) and go to the same tab.
| Module | The gear icon opens | More detail |
|---|---|---|
| Trade Items | Master Data Settings > Trade Item | Master data settings; Trade Items reference |
| Locations | Master Data Settings > Location | Master data settings; Locations reference |
| Trade Partners | Master Data Settings > Trade Partner | Master data settings; Trade Partners reference |
| PO Tracker (any tab) | Organization Settings > Purchase Orders (sharing management) | Purchase Orders |
Find the right page
| I want to | Go to |
|---|---|
| Change my name, password, language, or email notifications | Personal Settings |
| Clear my saved table layouts | Personal Settings |
| Use a different login email | Personal Settings and Users & Permissions |
| Change the account time zone or phone number | Account |
| Turn on Traceability Lot Code, blockchain, event overwriting, or Data Policy | Account |
| Set up single sign-on | Account |
| Check my plan or open billing | Account |
| Invite, change, or remove a user | Users & Permissions |
| Share information with customers, or set up a portal domain | Supplier Portal |
| Turn on PO tracking or set PO sharing defaults | Purchase Orders |
| Connect iFoodDS, ReposiTrak, or FoodLogiQ | Integrations and API keys |
| Create or replace an API key or EPCIS key | Integrations and API keys |
| Define key data elements or data policies | Data elements and policies |
| Set identifiers or aliases, download master data, add brands, enable vessels, or set a default invite message | Master data settings |
| Restore an archived Trade Item, document, Location, or Trade Partner | Archived |
| Look up a term | Glossary |
Settings structure
| Section | Tab | Applies to | Documented in |
|---|---|---|---|
| (none; first tab, above the sections) | Personal Settings | The signed-in user only | Personal Settings |
| Organization Settings | Account | The whole account | Account |
| Organization Settings | Brands | The whole account | Master data settings |
| Organization Settings | Supplier Portal | The whole account | Supplier Portal |
| Organization Settings | Purchase Orders | The whole account | Purchase Orders |
| Organization Settings | Integrations | The whole account | Integrations and API keys |
| Organization Settings | Users & Permissions | The whole account | Users & Permissions |
| Organization Settings | Subscription & Billing | The whole account | Account |
| Organization Settings | Data Element Library | The whole account | Data elements and policies |
| Organization Settings | Template Attributes | The whole account (legacy) | Data elements and policies |
| Master Data Settings | Trade Item, Location, Trade Partner | Each resource type | Master data settings |
| Master Data Settings | Archived | Archived records | Archived |
Conventions
- Interface labels appear in bold.
- Req. shows whether a field is required: Yes, No, or Conditional.
- Admin has full account access. Employee has restricted access, including restrictions on inviting users and enabling third-party integrations.
- Rules and exact messages appear on the page for the feature they affect.
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