HQ Settings is the front door to every organization-level setting. Each tile opens its own page. This article shows what is where, and covers the daily digest emails you can switch off from the same page. It needs the HQ add-on.
Where to find it
In the HQ sidebar, click Settings at the bottom, under Admin. The page is headed HQ Settings, with the line "Organization-level configuration for" your org's name.
What's at the top
- A quiet setup line. It says Finish setting up your HQ until the essentials are done, then HQ setup is done, revisit the setup wizard. Either way it opens the setup wizard.
- Guided tours: replay the HQ walkthrough or start a tour for your role.
- Chain-wide sales playbook: sets the default text messages every shop starts from. See Setting chain-wide sales playbook defaults from HQ.
- The digest email cards, covered below, and the waiver push and product news cards. See HQ Settings: push a waiver template and manage product news.
- A Search settings... box. It filters the tiles by name and description.
The tiles
The tiles are grouped into three sections.
Essential (the four steps the setup wizard walks you through): Branding, Locations, Royalty and Team. A tile in this group that isn't finished yet shows an amber Setup badge. A finished one shows a green check.
Franchise Ops (day-to-day tools): ACH Setup, Catalog, Pricing Rules, Data Sharing, Announcements, Playbook, Store, Marketing Fund, Audits, Documents and Training. These show a green check once you've set them up.
Admin (org-level configuration): Organization Profile (name and org type), Default Billing, Inventory Transfers, Brand Control, Invoice Locking, Payments, Card Fees, Unlock Requests, Lead Routing and Webhooks.
Two Admin tiles don't always show:
- Brand Control only shows for Franchise organizations.
- Payments only shows when HQ's own card account is available to your org.
Where each tile leads
- Locking brand colors and service pricing from HQ for Brand Control.
- Setting network pricing floors and discount caps in HQ for Pricing Rules.
- Setting up HQ Invoice Locking for Invoice Locking and Unlock Requests.
- Sharing customers and team members across locations for Data Sharing.
- Routing customer leads to the right location by ZIP code for Lead Routing.
- Setting up network-wide webhooks from HQ for Webhooks.
The daily digest emails
Three emails to HQ can be switched off here. Each has a checkbox:
- Chain-wide reply digest (8:15am): yesterday's playbook replies across every shop.
- Failure leaderboard (8:30am): a ranked list of yesterday's failures by shop, with the latest error.
- Pipeline digest (7:35am): stale prospects, overdue tasks and the stage funnel. This card only shows if your org has Franchise Sales.
They are on by default. A box saves the moment you tick or untick it; there is no Save button. Only Org Owners and Admins can change them. For everyone else the boxes are greyed out. These switches are for HQ's emails only. Each shop owner still gets their own shop emails.
Changing a setting
Most Admin pages have their own Save button. If you aren't an Org Owner or Admin, the page opens read-only.
Frequently asked questions
Q: Why don't I see Brand Control or Payments?
A: Brand Control only shows for Franchise organizations. Payments only shows when HQ's own card account is available to your org.
Q: What does the Setup badge on a tile mean?
A: One of the four Essential steps (Branding, Locations, Royalty or Team) isn't finished yet. Open the tile to finish it.
Q: Can I turn off the daily HQ emails?
A: Yes, if you are an Org Owner or Admin. Untick the box for each digest on the HQ Settings page. Shop owners keep getting their own shop emails.
Q: Why are the settings greyed out for me?
A: Changing most HQ settings needs the Org Owner or Org Admin role. Everyone else with HQ access can look but not save.