Set up your workspace
Before your team starts selling and buying in Growmax ARC, configure the platform for your organization in Settings. This article walks you through the areas worth setting up first.
Before you start
- Sign in with an administrator account. See User roles and signing in.
Configure the essentials
- Go to Settings.
- Work through the following areas:
| Setting area | What you configure |
|---|---|
| Organization profile | Your company details |
| Users & Teams | Your staff, teams, and roles with granular permissions |
| Tax | Tax rates, tax groups, and your organization's tax configuration |
| Currencies | The currencies you trade in |
| Languages | Platform and customer-facing languages |
| Bank accounts | The bank accounts payments are recorded against |
| Customer tiers | Tier definitions for segmenting and pricing to customers |
| Inventory settings | Costing method, negative stock policy, low-stock thresholds, auto-reorder |
Configure your buyer-facing experience
- Go to Settings.
- Set up the areas that shape what your buyers see:
| Setting area | What you configure |
|---|---|
| Document templates | Templates for documents such as quotes, orders, and invoices — with PDF preview |
| Portal configuration | Settings for your Customer Portal |
| App branding | Your logo and brand identity on buyer-facing apps |
| Appearance | Look-and-feel settings |
| Custom domains | Serve your storefront on your own domain |
Connect and extend
- Integrations — connect Zoho Inventory, Stripe, Razorpay, and WhatsApp.
- API keys — keys for building your own integrations.
- AI credits — your balance, top-up, and usage history for AI features.
- Notifications — notification preferences.
- Audit / activity log — a record of activity in the system, with analytics and export.
Settings groups every configuration page — organization, users, roles, taxes, documents and integrations.
Tips
- Set up tax, currencies, and bank accounts before you create your first quote or invoice — documents pick up this configuration.
- Growmax ARC is multi-organization capable: if you run more than one organization on the platform, configure each one separately.
- Detailed setup guides for each area are in the Administration section (see Related articles).