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Docs / CRM & Studio / Setup

Setup

The server-side configuration documents.

Settings › Setup lists the project's setup documents — the configuration the platform reads on the server side:

Section What it configures
Order Order numbering, statuses, the confirmation flow, expiry of unpaid orders — and who processes the paid orders, the project itself or an order-system module (Orders → Order system).
Invoice Issuer details, numbering sequence, the template used — and who issues the invoices, the platform or an invoicing module (Invoicing provider).
Data The registered content collections (also managed from Content).
Hooks The outbound hook subscriptions — the full editor lives under Advanced › Hooks.
SMTP The project's own mail server for notifications and mailing/send (write-only credentials).
Analytics The GA4 connection (see Statistics).

Each opens a form generated from the document's schema; some sections (web, design) have dedicated pages in the Studio area instead. Setup documents never ride outbound hooks.

Manager-only.