Settings, Security & Platform Control
5 answers in this category.
Who this category is for
Owners, admins, implementers
How to use this category
- Set the branch basics first, then work through billing and communication settings.
- Use access-control pages to control who can see what.
- Review sync and subscription pages whenever the platform connects to external systems or multiple clients.
What to remember
- Many settings are branch-sensitive, so always verify the active branch before saving.
- Permission changes should be tested with a non-admin account.
- Integration changes should be followed by an immediate workflow check.
How do I turn module access on or off for staff?
Use Module Control to enable or disable module visibility for the right role or context, then test the change with the affected user path.
How do I add or adjust a payment method used during billing?
Open Payment Methods, create or update the payment option, save it, then confirm the method appears correctly inside Point of Sales.
How do I review client subscription or sync status from the platform side?
Open Subscription Hub to review client status, attention flags and sync context, then open the client or subscription detail only when a record actually needs action.
How do I change core branch or company settings?
Open General Settings, confirm the active branch first, update the core business values carefully, save them, then test a dependent workflow such as billing or printing.
How do I change what a role can do in Cellivo?
Open Role Control, update the permissions for the target role carefully, save them, then test the changed access with a user who belongs to that role.