Organization Settings Guide

May contain stale references

This document was audited on 2026-06-22 and contains references that need updating: email_enabled is not active in production code. Cross-check critical details against the current codebase before relying on them.

Overview

This guide explains how to manage organization-specific settings in the ERP-Unlocked platform. Organization settings allow each organization to customize their experience according to their specific business needs and requirements.

Accessing Organization Settings

Prerequisites

• You must be an organization administrator
• You must be logged into the ERP-Unlocked platform
• Your organization must be properly configured in Clerk

Navigation

1. Log into the ERP-Unlocked web app
2. Navigate to Organization Settings from the main menu
3. Select the specific settings category you want to configure

Available Settings Categories

1. Fuzzy Matching Configuration

Configure how the system matches product IDs and handles fuzzy matching for your organization.

Thresholds

• Trigram Similarity: Controls how similar product IDs need to be for trigram matching (0.0 - 1.0)
• Full Text Similarity: Controls full-text search matching threshold (0.0 - 1.0)
• Max Levenshtein Distance: Maximum character differences allowed (0 - 10)
• Base Similarity Threshold: Overall similarity threshold for matches (0.0 - 1.0)

Prefix Compatibility Rules

Define which product ID prefixes are considered incompatible:

• Incompatible Pairs: Specify which prefixes cannot be matched together
• Severity Levels: Set whether incompatible matches should be blocked, warned about, or allowed
• Categories: Organize rules by category (e.g., material_type, product_type)

Validation Settings

• Dynamic Validation: Enable additional validation checks during fuzzy matching
• Custom Rules: Define custom validation rules for your specific use case

2. Sync Schedules (Planned)

Configure when and how often your data is synchronized with ERP systems.

Data Types

• Customers: Sync frequency for customer data
• Products: Sync frequency for product catalog
• Inventory: Sync frequency for inventory levels

Schedule Options

• Frequency: Hourly, daily, weekly, or custom cron expressions
• Batch Size: Number of records to process in each batch
• Retry Attempts: Number of retry attempts for failed syncs
• Business Hours: Define when syncs should run based on business hours

3. Alerting Configuration (Planned)

Set up custom alerts and notifications for various events.

Notification Channels

• Email: Configure email addresses and frequency
• Slack: Set up Slack webhook integration
• Webhooks: Configure custom webhook endpoints

Alert Rules

• Event Types: Choose which events trigger alerts
• Conditions: Define conditions for alert triggering
• Severity Levels: Set alert severity (low, medium, high, critical)
• Thresholds: Configure thresholds for various metrics

4. Feature Flags (Flagsmith)

Feature flags are managed via Flagsmith, enabling gradual rollouts, A/B testing, and user-specific targeting.

Note: Feature flags are now centrally managed through Flagsmith rather than per-organization database settings. See Flagsmith Feature Flags Configuration for details.

How It Works

1. Feature flags are defined in Flagsmith with targeting rules
2. The @repo/feature-flags package evaluates flags based on user/organization context
3. Flags can be targeted by:
   • User: Specific Clerk user IDs
   • Organization: Clerk organization ID
   • Segment: Internal team, beta users, enterprise orgs, etc.
   • Percentage: Gradual rollout to X% of users

Current Feature Flags

Flag	Description	Status
email_enabled	Enable email-based order processing	Available
dagster_enabled	Use Dagster for data synchronization	Available
typesense_search	Use Typesense for enhanced search	Available
new_order_editor	New React-based order editor UI	Beta

Enabling Features for Your Organization

Contact your account administrator to enable specific features for your organization. Features can be enabled based on:

• Subscription tier (Professional, Enterprise)
• Beta program enrollment
• Custom organization targeting

5. Business Rules (Planned)

Define custom business logic and validation rules.

Validation Rules

• Order Validation: Custom validation for orders
• Product Validation: Custom validation for products
• Field Requirements: Define required fields for different entities

Workflows

• Order Approval: Configure approval workflows
• Price Validation: Set up price validation rules
• Custom Logic: Define custom business logic

6. Integration Configuration (Planned)

Configure integrations with external systems.

ERP Connections

• Connection Management: Manage multiple ERP connections
• Default Connection: Set default ERP connection
• Failover: Configure failover connections

API Configuration

• Rate Limits: Set API rate limits
• Webhooks: Configure webhook endpoints
• Authentication: Set up API authentication

7. UI Configuration (Planned)

Customize the user interface and user experience.

Branding

• Logo: Upload organization logo
• Colors: Set primary and secondary colors
• Custom CSS: Add custom styling

Layout Preferences

• Default View: Set default view for different pages
• Items Per Page: Configure pagination settings
• Sidebar: Configure sidebar behavior

User Preferences

• Date Format: Set date display format
• Time Format: Set time display format
• Currency: Set default currency
• Language: Set interface language
• Timezone: Set organization timezone

8. Security Configuration (Planned)

Configure security policies and access controls.

Authentication

• Password Policy: Set password requirements
• Multi-Factor Authentication: Configure MFA requirements
• Session Management: Set session timeout and limits

Authorization

• Role-Based Access: Configure custom roles and permissions
• IP Whitelist: Restrict access by IP address
• API Access: Configure API access controls

Audit

• Logging: Configure audit logging
• Retention: Set log retention periods
• Alerts: Set up security alerts

Best Practices

Configuration Management

1. Start with Defaults: Begin with default configurations and adjust as needed
2. Test Changes: Test configuration changes in a development environment first
3. Document Changes: Keep track of configuration changes and their reasons
4. Backup Configurations: Export configurations before making major changes
5. Gradual Rollout: Implement changes gradually to minimize impact

Performance Considerations

1. Threshold Tuning: Adjust thresholds based on your data characteristics
2. Batch Sizes: Optimize batch sizes for your data volume
3. Sync Frequency: Balance sync frequency with system performance
4. Resource Usage: Monitor resource usage when changing configurations

Security Best Practices

1. Principle of Least Privilege: Only grant necessary permissions
2. Regular Reviews: Regularly review and audit configurations
3. Secure Storage: Ensure sensitive configuration data is properly secured
4. Access Control: Limit access to configuration management

Troubleshooting

Common Issues

Configuration Not Saving

• Check if you have administrator permissions
• Verify the configuration is valid
• Check for network connectivity issues
• Review error messages in the browser console

Performance Issues

• Review threshold settings
• Check batch size configurations
• Monitor system resource usage
• Consider reducing sync frequency

Validation Errors

• Review validation rules
• Check data format requirements
• Verify field requirements
• Test with sample data

Getting Help

1. Documentation: Check this guide and other documentation
2. Support: Contact support through the platform
3. Community: Engage with the user community
4. Training: Attend training sessions and webinars

API Reference

Configuration Management API

Get Configuration

GET /api/organizations/settings/{config-type}?clerkOrganizationId={org-id}

Update Configuration

PUT /api/organizations/settings/{config-type}?clerkOrganizationId={org-id}
Content-Type: application/json

{
  "config": {
    // Configuration object
  }
}

Export All Configurations

GET /api/organizations/settings/export?clerkOrganizationId={org-id}

Import Configurations

POST /api/organizations/settings/import?clerkOrganizationId={org-id}
Content-Type: application/json

{
  "configs": {
    // All configuration objects
  }
}

Configuration Types

• fuzzy-matching: Fuzzy matching configuration
• sync: Sync schedule configuration
• alerting: Alerting configuration
• feature-flags: Feature flags configuration
• business-rules: Business rules configuration
• integration: Integration configuration
• ui: UI configuration
• security: Security configuration

Migration and Upgrades

Configuration Migration

When upgrading the platform, configurations are automatically migrated to new versions. However, you should:

1. Backup Configurations: Export configurations before upgrades
2. Review Changes: Review any configuration changes after upgrades
3. Test Functionality: Test all configured features after upgrades
4. Update Documentation: Update any custom documentation

Version Compatibility

• Configurations are backward compatible within major versions
• Breaking changes are communicated in advance
• Migration tools are provided for major version upgrades
• Support is available for configuration migration

Conclusion

Organization settings provide powerful customization capabilities for the ERP-Unlocked platform. By following this guide and best practices, you can optimize your organization’s experience and maximize the value of the platform.

For additional support or questions, please contact the ERP-Unlocked support team or refer to the comprehensive documentation available in the platform.