Each install has one site, and every setting that applies to the whole of it is gathered here: language and format, branding, theme, social, domains, advanced settings, and outside services such as payments, email, SMS and live chat.
The Overview tab itself is a read-only summary: the logo, the primary domain, the theme, default language, currency and calendar, and a card for each tab you may open. The site title and tagline are edited under Branding.
Tabs come from different modules
This page does not own all of its sections. Payments comes from the Store, the mail server and mailboxes from the Inbox, portal access from CRM, and "Send a notification" from Notifications. Each module adds its own section to the relevant tab.
A section is shown only to someone allowed to see it, and a tab with no section you can see is left out of the side list altogether. So if a tab is missing, the likely cause is access, not a missing feature.
Three levels of access
- View to open the page and see the settings.
- Edit to save language, regional format, social links, search indexing, verification tags, breakpoints, custom code and the other ordinary site settings.
- Manage domains and credentials for domains, SMS, social OAuth apps, customer sign-in, plugin mailboxes, email recipients and importing content.
The built-in Admin role holds all three. A custom role gets only what it is given, and the third level can be handed to staff roles like any other permission. If a colleague cannot see Domains or SMS, check their role.
Seeing a section is not the same as saving it
Some sections check another module's permission when you save:
- Branding and Theme need permission to edit content (the page builder), and Branding also needs the content plan feature.
- Maintenance mode and permalinks need permission to edit content settings, plus the same plan feature.
- Payment gateways are saved with either of the site-settings Edit or Manage permissions, or the Store's own settings permission.
The Save button is not always greyed out for someone without that permission; the server refuses the save instead. If a save is refused, check the permission of the module that owns the section.
Secrets are not shown again after saving
Credentials are stored encrypted. After saving you see only a "Configured" status and a masked preview, never the value itself. To change them, enter every field for that service again.
Visit Site opens the primary domain
The "Visit Site" button at the top of the page and the domain shown on the overview are both the primary domain, which is set on the Domains tab. With no active primary domain, or on a local development address, it opens the home page of the address you are on.