Entity Settings
Business, products, channels, tax, shipping, purchasing, payment, document, email, and system preferences.
Organization
Organization-level overview, entities, user access, invitations, and audit history.
Organization Users
Invite users, assign entity access, restrict locations, resend invites, remove access, and reset MFA.
Roles and Permissions
Review locked system roles, duplicate a role, and create custom access profiles for your team.
Profile and Security
Update your profile, avatar, phone number, PIN, MFA factors, security keys, and recovery options.
Access depends on your role
Some settings are visible only to users with settings, user, role, audit, or accounting
access. If a setting is missing from your sidebar, ask an owner or admin to check your
role, entity membership, and custom permission overrides.
How Entity Settings Are Organized
Entity Settings is the largest settings area. It currently contains 34 sections grouped into 9 areas. Use the left navigation in Entity Settings to jump between groups.
| Group | Sections | Why it matters |
|---|---|---|
| Company | Business Profile, Branding, Locations | Controls business identity, logos, ship-from addresses, receiving locations, and the entity users land in first. |
| Products and Pricing | Pricing Levels, Categories, Units of Measure, Adjustments and Coupons | Controls how products default, how quantities are measured, and how discounts or price levels are applied. |
| Sales Channels | Sales Channels, Customer Portal | Controls imported order sources, customer self-service, portal payments, returns, tracking, and cancellation options. |
| Tax | Tax Configuration, AvaTax | Controls tax connector status, address validation, and how sales tax is calculated on customer documents. |
| Shipping and Fulfillment | Shipping, Shipping Rules, Packing Configuration, Scanners | Controls carrier defaults, label behavior, package suggestions, freight rules, scan workflows, and warehouse handling. |
| Purchasing | Purchasing, Payment Terms | Controls vendor lead-time defaults, vendor-credit handling, and terms used by purchasing and accounting workflows. |
| Payments and Checks | Payments, Processing Fee, Check Configuration, Deposit Layout | Controls payment timing, ACH holds, auto-pack rules, card fees, check printing, and deposit slip layout. |
| Documents and Email | Documents, Document Numbering, Email Configuration, Email Templates, Sales and Quotes | Controls order numbers, quote terms, invoice terms, email sending, customer-facing templates, and document footers. |
| System | Fixed Asset Categories, Lease Configuration, Categorization Rules, Printing, Modules, Approval Workflows, Tags, Developers | Controls advanced accounting setup, feature visibility, workflow approval gates, printer behavior, record tagging, and owner or admin integration tools. |
Before You Change Settings
Settings changes often affect more than the screen you are on. A good admin rhythm is to change one area at a time, run the workflow that depends on it, and confirm the result before changing the next setting.
- Use sandbox first when a change affects money, shipping, tax, documents, or integrations.
- Record what changed, who changed it, and what workflow should be tested afterward.
- Test the first order, label, email, payment, or bill after the change before rolling it out.
- Avoid changing numbering, accounting, tax, or payment settings during a busy operating window.
Settings That Commonly Surprise Teams
- Locations affect order defaults, receiving, ship-from addresses, inventory visibility, and label buying.
- Payment settings can decide whether orders wait for payment, auto-pack after payment, or hold ACH payments until cleared.
- Shipping settings and shipping rules work together. Connector setup, account addresses, package data, and rule priority all affect the final label workflow.
- Document numbering changes the next number Arcus assigns. Increase counters carefully and do not reuse numbers already issued.
- Email configuration controls customer-facing messages like confirmations, invoices, receipts, statements, and reminders.
- Approval workflows can pause a record until a user with the right approval access acts on it.
- System settings such as Printing, Modules, Tags, and Developers are admin-level controls. Review access before changing them.
Common Settings Blocks
- A setting is missing: confirm your role, active entity, module visibility, organization membership, and whether the setting is owner or admin only.
- Save is disabled: complete required fields, fix invalid values, wait for connection checks, or confirm the page is not read-only in the current environment.
- A workflow did not change after saving: refresh the page, reopen the affected record, confirm no more specific default overrides the setting, and test with a new record.
- A customer-facing page still uses old branding: review Company Branding, Customer Portal branding, document templates, cached PDFs, and already-sent public links.
- A connector setting will not stay connected: check credentials, test mode versus production mode, account permissions, webhook status, and whether the connector belongs to another entity.
- A public link still opens after a portal change: public links are tokenized and separate from login-based portal access, so review link expiration and revocation policy.
Related Articles
Set Up Your Entity Walkthrough
Start here if you are a new admin. The right order to configure company, locations, team, tax, email, and integrations.
User Management
Invite users, manage entity access, roles, permissions, location restrictions, PINs, and MFA reset workflows.
Profile and Security
Manage profile details, PIN lock, MFA, security keys, and recovery options.
Entity Configuration
Manage business information, numbering, taxes, and defaults.
Integrations
Connect Stripe, marketplaces, shipping, email, and other services.
System Operations Settings
Understand printing, module visibility, and tag behavior at a high level.
Document Numbering
Control future document prefixes, padding, and next-number previews.
Email Configuration
Configure customer-facing sender identity, notifications, custom domains, and test emails.
Printing Settings
Configure PrintNode connection checks, defaults, printer filters, failed jobs, and safe reprints.
Developers Settings
Manage entity API keys, webhooks, request logs, usage analytics, REST client collections, docs links, and SDK entry points.