Administration - Overview

Velosity Administration allows you to configure and manage the platform to suit your organization's specific needs.

Key Administrative Areas

General Settings

Configure company information, SMTP settings, and default tags. 👉 General Administration

SmartQuote Setup

Manage product configurations, attributes, and pricing rules. 👉 SmartQuote Administration

Document Templates

Customize the look and feel of Sales Quotes, Sales Orders, and Production Travelers. 👉 Document Templates

Data Management

Maintain core business data including Items, Customers, and Users. - Items Management - Customer Management - User Management

Integrations

Connect Velosity with other systems like HighGear or Credit Card Processors. - Integrations Overview - HighGear Integration - Credit Card Processing

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Administration Dashboard

The Administration section is accessible to users with the ADMIN role. Velosity's internal SUPPORT users can also access setup screens while assisting an organization. Other organization roles, including POWERUSER, cannot view this dashboard. See Roles and Permissions.