Overview
The Settings page is your central hub for configuring your auction’s identity, appearance, and administrative controls. From here, you can customize branding, manage submission types, view audit logs, and perform critical administrative actions.General Settings
Configure auction name and URL slug
Branding
Upload logo and set color scheme
Submission Types
Manage vehicle categories for lot counts
Audit Logs
Track all changes and actions
Permission Requirements
Access to settings varies by role:| Setting Area | Owner | Admin | Team Member |
|---|---|---|---|
| General Settings | Edit | Edit | No access |
| Branding | Edit | Edit | No access |
| Submission Types | Edit | Edit | No access |
| Audit Logs | View | No access | No access |
| Transfer Ownership | Yes | No access | No access |
| Delete Auction | Yes | No access | No access |
Only Owners can access the Danger Zone section, which includes ownership transfer and auction deletion. Admins can modify general settings and branding but cannot perform destructive actions.
Accessing Settings
1
Navigate to Auction
Select your auction from the auction switcher in the sidebar
2
Open Settings
Click Settings in the sidebar navigation under the Configuration section
3
Select Tab
Choose between General, Branding, or Danger Zone tabs
Settings Sections Overview
The Settings page is organized into tabs for easy navigation:| Tab | Contents |
|---|---|
| General | Auction name and URL slug configuration |
| Branding | Logo upload and color scheme settings |
| Danger Zone | Ownership transfer and auction deletion (Owner only) |
General Settings
Configure your auction’s basic identity settings.Auction Name
The display name that appears throughout the admin dashboard and mobile app.1
Navigate to General Tab
Open Settings and ensure the General tab is selected
2
Edit Auction Name
Enter your desired auction name in the Auction Name field
3
Save Changes
Click Save Changes to apply
Naming Guidelines
| Guideline | Example |
|---|---|
| Use your business name | ”ABC Auto Auction” |
| Keep it recognizable | Match what team members expect |
| Avoid special characters | Letters, numbers, and spaces work best |
| 2-100 characters | Not too short, not too long |
The auction name appears in the sidebar, page headers, and mobile app. Choose something your team will easily recognize.
URL Slug
The slug is used in web addresses and deep links to your auction.1
Navigate to General Tab
Open Settings and ensure the General tab is selected
2
Edit URL Slug
Enter your desired slug in the URL Slug field
3
Save Changes
Click Save Changes to apply
Slug Requirements
| Requirement | Details |
|---|---|
| Characters | Lowercase letters, numbers, and hyphens only |
| Length | 2-50 characters |
| Format | No spaces or special characters |
| Uniqueness | Must be unique across all auctions |
Slug Examples
| Good Slugs | Invalid Slugs |
|---|---|
abc-auto | ABC Auto (spaces, uppercase) |
metro-auction-123 | metro_auction (underscores) |
downtown | my.auction (periods) |
Branding Configuration
Customize your auction’s visual appearance with logo and colors.Uploading a Logo
Your logo appears in the sidebar, headers, and loading screens.1
Navigate to Branding Tab
Open Settings and click the Branding tab
2
Click Upload
Click the file input or drag and drop an image file
3
Preview Logo
Your logo appears in the preview area
4
Save Branding
Click Save Branding to apply the new logo
Logo Best Practices
Recommended Dimensions
Recommended Dimensions
200x200 pixels is ideal for the best display across all areas. Square logos work best.
- Minimum: 100x100 pixels
- Maximum: 500x500 pixels
- Aspect ratio: Square (1:1) recommended
Supported Formats
Supported Formats
Upload images in these formats:
- PNG — Best for logos with transparency
- JPG/JPEG — Good for photographic logos
- WebP — Modern format with good compression
Design Tips
Design Tips
- Use a transparent background (PNG) for best results
- Ensure the logo is visible on both light and dark backgrounds
- Keep text minimal and legible at small sizes
- Test how it looks at 32x32 pixels (favicon size)
Removing a Logo
To remove an existing logo:- Click the X button on the current logo preview
- Click Save Branding to confirm removal
- The auction will display a default icon
Color Scheme Selection
Customize your auction’s color palette with three configurable colors.Available Colors
| Color | Purpose | Default |
|---|---|---|
| Primary | Buttons and primary actions | #3b82f6 (Blue) |
| Secondary | Headers and navigation | #1e40af (Dark Blue) |
| Accent | Highlights and links | #60a5fa (Light Blue) |
1
Navigate to Branding Tab
Open Settings and click the Branding tab
2
Select Colors
Use the color pickers to choose each color, or enter hex codes directly
3
Preview Colors
Colors are previewed in the picker and shown in the input fields
4
Save Branding
Click Save Branding to apply your color scheme
Choosing Colors
Match Your Brand
Use your company’s brand colors for consistency
Ensure Contrast
Make sure text is readable against your chosen colors
Test Accessibility
Check that color combinations meet WCAG guidelines
Stay Consistent
Use related colors that work well together
Submission Type Catalog
Manage the categories of vehicles that team members can count during lot submissions.Accessing the Catalog
1
Open Settings
Navigate to the Settings page
2
Find Additional Settings
Scroll down to the Additional Settings section below the tabs
3
Click Submission Types Catalog
Click the Submission Types Catalog link
Understanding Submission Types
Submission types define the vehicle categories available for lot counts. There are two kinds:| Type | Description | Can Delete? |
|---|---|---|
| System Types | Built-in categories provided by default | No |
| Custom Types | Categories you create for your auction | Yes |
Common System Types
| Type | Typical Use |
|---|---|
| Cars | Standard passenger vehicles |
| Trucks | Pickup trucks and work trucks |
| SUVs | Sport utility vehicles |
| Vans | Minivans and cargo vans |
| Motorcycles | Two-wheeled vehicles |
Viewing All Types
The catalog displays all available submission types in a table:| Column | Description |
|---|---|
| Name | The display name of the type |
| Code | Internal identifier |
| Type | System or Custom |
| Status | Active or inactive |
| Actions | Edit or delete (custom types only) |
Creating Custom Types
Add new vehicle categories specific to your auction’s needs.1
Click Add Type
Click the Add Type button in the page header
2
Enter Type Name
Provide a descriptive name (e.g., “Electric Vehicles”, “Classics”)
3
Enter Code
Create a short identifier (e.g., “ev”, “classic”)
4
Save Type
Click Create to add the new type
Custom Type Guidelines
Naming Conventions
Naming Conventions
- Use clear, descriptive names
- Keep names concise (1-3 words)
- Avoid abbreviations unless universally understood
- Consider what team members will see on mobile
When to Create Custom Types
When to Create Custom Types
Create custom types when you need to track:
- Specialty vehicles (RVs, boats, ATVs)
- Condition categories (salvage, certified)
- Source categories (dealer, private)
- Any auction-specific classification
Editing Type Details
Modify existing custom type information:1
Find the Type
Locate the custom type in the table
2
Click Edit
Click the edit icon or row action button
3
Update Details
Modify the name or code as needed
4
Save Changes
Click Save to apply updates
System types cannot be edited. If you need different categories, create custom types instead.
Deleting Unused Types
Remove custom types that are no longer needed:1
Find the Type
Locate the custom type you want to remove
2
Click Delete
Click the delete icon or action button
3
Confirm Deletion
Review the confirmation message and confirm
System vs Custom Types
| Aspect | System Types | Custom Types |
|---|---|---|
| Created by | Auction Excellence | You |
| Editable | No | Yes |
| Deletable | No | Yes |
| Available to | All auctions | Your auction only |
| Recommended for | Common vehicles | Specialty categories |
Audit Logging
Track all changes and actions within your auction for compliance and troubleshooting.Accessing Audit Logs
1
Navigate to Audit Log
Click Audit Log in the sidebar navigation
2
View Log Entries
Browse the chronological list of actions
3
Apply Filters
Use filters to narrow down results
Audit logs are only visible to Owners. Admins and Team Members cannot access the audit log.
Understanding Log Entries
Each audit log entry contains:| Column | Description |
|---|---|
| Time | When the action occurred (relative time) |
| User | Who performed the action (name and email) |
| Action | What type of action was taken |
| Details | Additional context about the action |
Action Types
The audit log tracks these action types:| Action | Description | Details Shown |
|---|---|---|
| User Invited | Member invitation sent | Email and assigned role |
| User Joined | Member accepted invitation | Role they joined with |
| Role Changed | Member’s role was modified | Old role → New role |
| User Removed | Member was removed | Removed member’s email |
| Submission | Lot count submitted | Car count total |
| Inspection | Quality inspection completed | VIN inspected |
| Problem Report | A3 problem report created | Issue name |
| Login | User logged into the system | — |
Filtering Logs
Narrow down the audit log to find specific entries:Filter by Action Type
1
Click Action Filter
Open the All Actions dropdown
2
Select Action
Choose the specific action type to view
3
View Filtered Results
The table updates to show only matching entries
Filter by User
1
Click User Filter
Open the All Users dropdown
2
Select User
Choose a specific team member
3
View Their Actions
See all actions performed by that user
Log Retention Policy
| Aspect | Policy |
|---|---|
| Retention Period | Logs are retained indefinitely |
| Data Stored | Action type, user, timestamp, metadata |
| Deletion | Logs cannot be manually deleted |
| Export | Contact support for bulk exports |
Audit logs are designed for compliance and cannot be modified or deleted. This ensures a complete, tamper-proof record of all actions.
Danger Zone
The Danger Zone contains irreversible or high-impact actions. Only auction Owners can access this section.Accessing Danger Zone
1
Open Settings
Navigate to the Settings page
2
Click Danger Zone Tab
Select the Danger Zone tab (Owner only)
3
Review Options
See available destructive actions
Transfer Ownership
Transfer your Owner role to another Admin when you need to hand off responsibility.When to Transfer Ownership
| Scenario | Recommendation |
|---|---|
| Leaving the organization | Transfer before your last day |
| Restructuring responsibilities | Transfer to new primary admin |
| Temporary handoff | Consider keeping ownership; add them as Admin |
| Selling the business | Transfer as part of handover |
Transfer Process
1
Ensure Recipient is Admin
The new owner must already be an Admin. If they’re a Team Member, promote them to Admin first.
2
Click Transfer Ownership
In the Danger Zone, click the Transfer Ownership button
3
Select New Owner
Choose the Admin who will become the new Owner from the dropdown
4
Type Auction Name
Enter your auction’s exact name to confirm the transfer
5
Confirm Transfer
Click Transfer Ownership to complete
Confirmation Steps
The transfer requires multiple confirmations to prevent accidents:| Step | Purpose |
|---|---|
| Select Admin | Ensures valid recipient |
| Type auction name | Confirms you understand which auction |
| Click Transfer | Final confirmation |
If no Admins exist, you must first promote a Team Member to Admin before transferring ownership.
Post-Transfer Access
After transferring ownership:| Your Status | Access Level |
|---|---|
| Your new role | Admin |
| Settings access | General and Branding only |
| Danger Zone access | No longer accessible |
| Data access | Full read access remains |
You become an Admin after transfer, so you can still manage users, locations, and view all data. You just can’t perform Owner-only actions.
Deactivate Auction
Temporarily disable an auction without deleting it.1
Navigate to Danger Zone
Open Settings and click the Danger Zone tab
2
Click Deactivate
Click the Deactivate button
3
Confirm Deactivation
Review the confirmation message and click Deactivate
Effects of Deactivation
| Aspect | When Deactivated |
|---|---|
| New submissions | Blocked — users can’t submit data |
| Mobile app access | Limited — view only |
| Admin dashboard | Full access remains |
| Historical data | Preserved and accessible |
| Reactivation | Can be reversed |
Delete Auction
Permanently delete an auction and all associated data.When Deletion is Appropriate
| Appropriate | Not Appropriate |
|---|---|
| Test auctions no longer needed | Auctions with useful historical data |
| Duplicate auctions created by mistake | Active operations (use Deactivate instead) |
| Auctions with no real data | Auctions you might need later |
| Cleaning up after a trial period | Auctions with compliance requirements |
What Gets Deleted
Deleting an auction removes:- All locations and zones
- All lot submissions and car counts
- All quality inspections
- All problem reports (A3s)
- All member assignments and pending invites
- All chat channels and messages
- All audit logs
- All stored images and files
User accounts are not deleted. Users who were members of the deleted auction can still access their other auctions.
Deletion Process
1
Navigate to Danger Zone
Open Settings and click the Danger Zone tab
2
Click Delete
Click the Delete button in the red-bordered section
3
Review Impact
Read the list of what will be deleted
4
Type Auction Name
Enter your auction’s exact name to confirm deletion
5
Confirm Delete
Click Delete Auction to permanently delete
Confirmation Requirements
| Requirement | Purpose |
|---|---|
| Read impact list | Understand what’s being deleted |
| Type exact auction name | Prevent accidental deletion |
| Name must match exactly | Case-sensitive confirmation |
| Click delete button | Final confirmation |
Best Practices
Regular Maintenance
Review Settings Quarterly
Review Settings Quarterly
Schedule periodic reviews of your settings:
- Verify branding is current
- Check that submission types match operations
- Review audit logs for unusual activity
- Ensure slug and name are still appropriate
Keep Branding Updated
Keep Branding Updated
Maintain current branding:
- Update logo when company branding changes
- Adjust colors for seasonal themes (if appropriate)
- Ensure logo displays well at all sizes
- Test on both light and dark backgrounds
Manage Submission Types
Manage Submission Types
Keep submission types relevant:
- Add custom types as needs evolve
- Review which types are actually being used
- Consider disabling unused types at locations
- Document the purpose of custom types
Security Recommendations
| Practice | Rationale |
|---|---|
| Limit Owner role | Only essential personnel should have Owner access |
| Review audit logs weekly | Catch unusual activity early |
| Document ownership transfers | Keep records of who owned the auction and when |
| Export before deleting | Always backup data before permanent deletion |
Before Major Changes
1
Communicate with Team
Notify team members about upcoming changes
2
Choose Low-Activity Time
Make changes during slow periods when possible
3
Document Current State
Screenshot or note current settings before changing
4
Test After Changes
Verify everything works as expected after updates
Troubleshooting
Common Issues
Can't access Danger Zone tab
Can't access Danger Zone tab
Solutions:
- Verify you have the Owner role (check your profile)
- Only one user can be Owner — confirm with current Owner
- If you need Owner access, request a transfer from current Owner
Logo upload failing
Logo upload failing
Solutions:
- Check file size (keep under 2MB)
- Verify file format (PNG, JPG, or WebP)
- Try a different image file
- Check your internet connection
- Clear browser cache and retry
Slug change not working
Slug change not working
Solutions:
- Ensure slug uses only lowercase letters, numbers, and hyphens
- Check that the slug isn’t already taken
- Verify slug is between 2-50 characters
- Remove any spaces or special characters
Audit log not showing entries
Audit log not showing entries
Solutions:
- Verify you have Owner role
- Check if filters are hiding entries (clear filters)
- New entries may take a moment to appear
- Empty log is normal for new auctions with no activity
Transfer ownership button disabled
Transfer ownership button disabled
Colors not saving
Colors not saving
Solutions:
- Ensure hex codes are valid (e.g., #3b82f6)
- Include the # symbol in hex codes
- Try using the color picker instead of typing
- Refresh the page and try again
Next Steps
User Management
Manage team members and their access
Location Management
Configure parking lot locations
Analytics
View operational analytics and metrics
Reports
Generate and share custom reports