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
Location Configs
Configure submission types, quality criteria, and user assignments per location
Submission Types
Manage vehicle categories for lot counts
Quality Criteria
Manage defect categories for inspections
Jobs & Abilities
Define jobs, abilities, and team assignments
Custom Objects
Define custom data types and manage records
Data Model
Visualize and manage object associations
Reminders
Configure submission reminder schedules
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 |
| Location Configs | Edit | Edit | No access |
| Submission Types | Edit | Edit | No access |
| Quality Criteria | Edit | Edit | No access |
| Jobs & Abilities | Edit | Edit | No access |
| Custom Objects | Edit | Edit | No access |
| Data Model | Edit | Edit | No access |
| Audit Logs | View | View | No access |
| Reminders | Edit | Edit | 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
Settings Sections Overview
The Settings page is organized into tabs for easy navigation:| Tab | Contents |
|---|---|
| General | Auction name, URL slug, and submission edit window 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.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.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) |
Submission Edit Window
Control how long team members can edit their own submissions, inspections, and rock reports after submitting. This setting applies auction-wide.Edit Window Modes
| Value | Behavior | Use Case |
|---|---|---|
| -1 (Unlimited) | Team members can edit anytime | High trust, flexible operations |
| 0 (Disabled) | Only admins/owners can edit | Strict audit requirements |
| 24 (Default) | Edit within 24 hours of submission | Balanced flexibility and control |
| Custom (1-168) | Custom hour window | Adjust to operational needs |
Administrators and Owners always bypass the edit window. They can edit any submission at any time regardless of this setting.
How It Works
- Within window: Team members see Edit and Delete buttons on their own submissions in the mobile app and admin dashboard
- Outside window: Buttons disappear for team members; only admins/owners can make changes
- Disabled (0): Team members never see edit controls
Security
Edit window restrictions are enforced at the database level via Row Level Security (RLS) policies. Even if someone bypasses the app UI, the database blocks unauthorized edits. All edits are logged in the Audit Log with the user, timestamp, and changes made.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.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) |
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
Location Configs
Configure per-location settings including submission types, quality criteria, and user assignments. This centralizes all location-level configuration in one place under Settings.Accessing Location Configs
Location Config Overview
The Location Configs list shows all locations in your auction with summary counts:| Info | Description |
|---|---|
| Status | Active or Inactive badge |
| Submission Types | Number of enabled submission types |
| Criteria | Number of enabled quality criteria |
| Users | Number of assigned team members |
Configuring a Location
Each location config page has three cards:| Card | Purpose |
|---|---|
| User Assignments | Add or remove team members assigned to this location |
| Submission Types | Enable, disable, and reorder the vehicle categories available at this location |
| Quality Criteria | Enable, disable, and reorder the defect categories used for inspections at this location |
Changes to submission types, quality criteria, and user assignments take effect immediately in the mobile app. Team members may need to refresh to see updates.
Submission Type Catalog
Manage the categories of vehicles that team members can count during lot submissions.Accessing the Catalog
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.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: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: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 |
Quality Criteria Catalog
Manage the defect categories used during quality inspections. Quality criteria can be configured at the auction level and assigned per location.Accessing the Catalog
Understanding Quality Criteria
Quality criteria define the defect categories available during vehicle inspections. There are two kinds:| Type | Description | Can Edit/Delete? |
|---|---|---|
| System Criteria | Built-in categories provided by default (e.g., “Windows not clean”, “Stains on seats”) | No (read-only) |
| Custom Criteria | Categories you create for your auction | Yes |
Viewing All Criteria
The catalog displays criteria in two sections:- System Criteria — Read-only built-in categories shown in a separate table
- Custom Criteria — Auction-specific categories that you can create, edit, and delete
Creating Custom Criteria
Editing and Deleting Criteria
- Edit — Click the edit icon on any custom criteria row to update its name
- Delete — Click the delete icon to remove a custom criteria. Deletion is blocked if the criteria is currently in use by any quality inspections
Per-Location Quality Criteria Assignment
Each location can have a specific set of quality criteria assigned to it. This controls which defect categories appear when a user performs an inspection at that location.Configuring Location Criteria
Enable/Disable Criteria
Toggle criteria on or off using the enable/disable switches. Enabled criteria appear in the “Enabled” section; disabled criteria appear in the “Disabled” section.
Reorder Criteria
Drag and drop enabled criteria to set the display order that mobile users see during inspections
If a location has no explicit criteria configuration, mobile users see all available criteria (system + custom) as a fallback.
Audit Logging
Track all changes and actions within your auction for compliance and troubleshooting.Accessing Audit Logs
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 |
| Rock Report | A3 rock 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
Filter by 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
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
Ensure Recipient is Admin
The new owner must already be an Admin. If they’re a Team Member, promote them to Admin first.
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.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 rock 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
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
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