ANTE User Manual

Settings Module

The Settings module is where you configure your company, manage user accounts and access, and adjust system-wide options. Open it from the sidebar; it opens on the Company Information page by default.

Overview

Settings is organized into three areas, plus an Audit Trail:

  • Company — your company details, branches, wallets, and company-level credentials.
  • Users & Access — user accounts, invitations, roles, departments, and user levels (permission sets).
  • Documents — set-up for the documents your company produces: a read-only list of every document type (with its home module and next number), and the form registry.
  • System Settings — registries, About/system information, and developer/demo tools.
  • Audit Trail — an append-only record of who changed what and when.

Access to Settings is permission-controlled. If you don't have the required access, the section won't appear for you.

Settings Pages

Company

  • Company Information (/settings/company) — your company's details and branding, plus feature toggles. This is the default Settings page.
  • Branches (/settings/branches) — manage your company's branches and locations (list, add, view, edit).
  • Wallet Management (/settings/wallet-management) — manage wallets and conversion rates. The page has two tabs: Wallets and Conversion Rates.
  • Cloud Credentials (/settings/cloud-credentials) — configure cloud service credentials used by your company.

Users & Access

  • User Management (/settings/users) — manage active user accounts (list, add, view, edit).
  • Inactive Users (/settings/inactive-users) — view deactivated accounts and restore them.
  • AI Users (/settings/ai-users) — initialize and manage AI-powered automated accounts (for example, Sales AI and Payroll AI).
  • User Invitations (/settings/user-invite) — send, resend, and cancel invitations for new users.
  • Roles (/settings/roles) — define roles and their permissions (list, add, view, edit).
  • Departments (/settings/role-group) — organize roles into departments (list, add, view, edit). Some departments are global/shared and are read-only.
  • User Levels (/settings/user-level) — manage user levels and permission sets for different system modules (list, add, view, edit).

Documents

A read-only overview of the documents your company produces. Every document type has a home module (for example Quotation and Sales Order live in Orders, Invoice and Collection in Treasury, Purchase Request and Receiving Report in Assets) and may also be listed in other modules. The documents themselves are listed under the Documents sub-module of Orders, Assets, Treasury, and CRM, each filtered to that module's types. A type is set up in its home module, not here. See Document Types for the number format, rules, fields and print layouts of each type.

  • Document Types (/settings/documents) — a read-only list of every type. Each row shows the Document type, Home module, Shown in (the other modules that list it), and Next number (or From its own record when the type takes its number from another record). A prefix used twice warning appears when two types share the same number prefix. Each row has a Set up in link (for example Set up in Orders) that opens the type's set-up page in its home module.
  • Form Registry (/settings/fdd-registry) — reference registry of form/document definitions. See FDD Registry.

There is no separate Numbering page any more. Numbering is edited on each type's own set-up page (see below), and the old Numbering link now opens Document Types.

Setting up a document type

Go to the Settings sub-module of the type's home module and open Document Types — Orders → Settings → Document Types, Assets → Settings → Document Types, or Treasury → Settings → Document Types. The list shows only that module's own types. Click a row to open the type's set-up page, with Rules, Form & fields, Workflows, and Print layouts tabs and a summary sidebar that includes the numbering. In a module that only lists a type (for example Quotation in CRM), the Settings button reads Set up in Orders and takes you to the home module. Old links to a type's set-up page under Settings redirect to the home module's page.

System Settings

  • Approval workflows are no longer in this module. They now sit in the Settings sub-module of the module they belong to: Purchase Request Workflow and Delivery Status Workflow under Assets → Settings; Liquidation, Reimbursement, and RFP workflows under Treasury → Settings. The old /settings/workflow-* addresses redirect there, and the permission to edit them is still granted from here (Settings → User Levels).
  • Cloud Credentials (/settings/cloud-credentials) — configure cloud service credentials (AI provider, SMTP email, multibook ERP connection). Object storage is no longer per-company — see Developer → Storage.
  • Slack Integration (/settings/integrations/slack) — install the Ante bot into your company's Slack workspace, enable or disable Slack delivery, and disconnect. Requires administrator permission.
  • Endpoint Registry (/settings/endpoint-registry) — reference registry of system endpoints.
  • About (/settings/about) — system information and support resources.
  • Demo Seed (/settings/demo-seed) — generate demo data. Only visible on companies tagged Demo; the full seed asks for confirmation since it clears existing data first.

Audit Trail

  • Audit Trail (/settings/audit-log) — who changed what, when, across all audited modules. The record is append-only.

Common Tasks

Updating Company Information

  1. Open Settings (it opens on Company Information).
  2. In the Company Information card, update the fields you need:
    • Company Name (required)
    • Company Code (required)
    • Business Type (required) — select from the dropdown
    • Industry (required) — select from the dropdown
    • Registration No
    • Main Currency (required) — select from the dropdown
    • Timezone (required) — searchable dropdown
    • Website, Email, Phone, TIN No, ZIP Code, Address
  3. Click Save Changes.

On the same page you can also upload your company logo, manage the company handbook, configure the Login Security panel (new-device email verification, password expiry/history, idle timeout, concurrent-session restriction, inactivity deactivation, and a pre-login notice — see Company Information), and set the Purchasing panel's minimum canvass suppliers policy (see Company Information). Company-wide HR settings — Time Tracker, overtime/timekeeping rules, payroll thresholds, and email notifications — are managed separately under HR → Configuration → Settings.

Adding a User

  1. Go to Settings → User Management (/settings/users).
  2. Click Add to open the new-user form.
  3. Fill in the details. Required fields are:
    • First Name
    • Last Name
    • Email
    • Username
    • Password (with Confirm Password)
    • Role
  4. Optional fields include Middle Name, Date of Birth, Gender, Civil Status, Contact Number, address fields (Street, City, State/Province, Postal Code, Country), and Supervisor.
  5. Save to create the user.

Inviting a User

  1. Go to Settings → User Invitations (/settings/user-invite).
  2. Click Invite User to send an invitation.
  3. For existing pending invitations you can Resend or Cancel them.

Restoring an Inactive User

  1. Go to Settings → Inactive Users (/settings/inactive-users).
  2. Find the deactivated user and restore the account.

Creating a Role

  1. Go to Settings → Roles (/settings/roles).
  2. Click Add.
  3. Provide:
    • Name (required)
    • Department (required) — select from the dropdown
    • Parent Role (optional)
    • Full Access (toggle)
    • Description (optional)
  4. Save the role, then assign it to users.

Managing Departments

  1. Go to Settings → Departments (/settings/role-group).
  2. Add a department by clicking Add and entering a Name (required) and optional description.
  3. Roles are organized under departments. Global (shared) departments cannot be edited.

Configuring an Approval Workflow

  1. Go to the workflow you want — Purchase Request or Delivery Status under Assets → Settings; Liquidation, Reimbursement, or RFP under Treasury → Settings.
  2. The page lists the workflow's stages and the transitions between them.

Initializing an AI User

  1. Go to Settings → AI Users (/settings/ai-users).
  2. Choose an available AI user type (for example, Sales AI or Payroll AI) and click Initialize.

💡 Note: Settings access is restricted based on your permissions. If a page or section is missing, contact your administrator for access.

How It Connects

Set up first

  • Company Information — Company details and sign-in rules apply to everyone, so set them before anything else.
  • Users — Add or invite people before assigning them to roles, departments, or workflow stages.
  • Roles — Roles carry the permissions that decide who can open each Settings page.

Feeds into

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