System Setup

The System Setup page is a central location where administrators can access key settings and configurations for their instance. This guide will walk you through how to access the page and provide an overview of the sections available within it.

Accessing System Setup

There are two ways to access the System Setup page:

1. Through the Gear Icon : On the left-hand side of your screen, click the gear icon to open System Setup.

2. Using the Keyboard Shortcut: Press J on your keyboard, type “System Setup,” and press Enter to navigate directly to the page.

Overview

Once you’re on the System Setup page, you can view important information related to your account and its configuration. Below are the key sections you’ll find on this page:

Account Details

At the top of the page, you’ll see a summary of your instance’s Account Details, including the name of your instance, the number of users in your system, the modules you have access to, and how many processes exist in your Membrain instance.

Processes

Directly underneath the user details, you can see a list of the processes active in your instance. Processes represent key workflows that drive your business, helping you manage everything from sales pipelines to project management. By clearly organizing and tracking these processes, Membrain ensures that your team can work efficiently and stay aligned with your goals. 

Settings

Below the process information, the system settings are organized into various key tabs, each focused on specific areas of customization and configuration for your system:

• General: This tab houses foundational settings, including the Brand center, Contact and Company Enrichment Settings, Defaults configurations, Shared Email Account Settings, and User Onboarding Settings.
  
  
• Process Capabilities: This tab includes settings related to the core workflows of your organization, such as process management, product settings, project disqualification criteria, role definitions, and other elements that support sales and project tracking.
  
  
• CRM: The CRM tab lets you define how customer relationship management functions are organized within your system. Here, you can set up Activity Types, Document Categories, Views, Labels, and Filters, along with Company and Contact Creation & Preview settings.
  
  
• Productivity and Collaboration: Designed to support team productivity and communication, this tab includes options for managing Content Hub Settings, Email Templates, Pinned Views, Meet Appointment Types, and more, enabling seamless collaboration.
  
  
• Custom Fields: For organizations that need to capture specific data, the Custom Fields tab offers customization options across different entities, including processes, companies, contacts, and activities.
  
  
• Analytics and Reporting: This tab provides reporting and analysis tools, allowing you to set up Automated Reports, Live Dashboards, Custom Metrics, and Currency Settings to gain insights into system performance.
  
  
• Privacy and Security: This tab focuses on security settings and privacy protocols, covering Data Audit Logs, Login tracking, Single Sign-On (SSO) configurations, and other settings that safeguard your data.
  
  
• Data Management: In this tab, you can manage various data import functions, including imports for users, companies, contacts, and projects, as well as oversee Automated Data Imports and Deleted Items recovery options.
  
  

API, Forms, Beacon, and Automation

Towards the bottom of the page, you’ll find a section dedicated to API, Forms, Beacon, and Automations. These powerful tools allow you to extend Membrain’s capabilities, enabling seamless data exchanges, automating tasks, and integrating with other platforms to optimize your workflows. Whether you’re building custom forms, automating routine processes, or using API connections to integrate external systems, this section provides access to everything you need.

Integrations

Below the API section, you will find a dedicated space for managing your system’s integrations. Membrain connects with a variety of external systems to help streamline your workflows and enhance productivity. These integrations allow you to synchronize data, automate processes, and connect with other essential tools your team relies on, making it easier to manage all aspects of your business from one central platform.

Using the Search Bar

In the top-right corner of the System Setup page, there is a magnifying glass icon  where you can quickly search for specific settings. 

Permissions and Access

The System Setup page is primarily accessible to administrators and users who have been granted permission to modify specific parts of the system. Access to different sections depends on the permissions assigned to your user account.