Company Settings and Platform Admin explained
HQ Admin keeps its configuration in 2 places. Company Settings holds what describes your organisation: brand, users, audiences and the lists your campaigns and stores draw on. Platform Admin holds security and the switches that turn platform features and integrations on or off. Both sit in the bottom group of the left navigation and open a page with a sub-navigation card on the left and the settings panel on the right.
Company Settings
The sub-navigation lists Platform Set-up, Brand / Logo / Guidelines, Campaign Settings, Retail Admin Set-up and a collapsible Retail Settings group containing Store Segments, Display Tags and CTA Settings.
| Page | What it controls | Article |
|---|---|---|
| Platform Set-up | Platform (sender) email address and sender name, Admin / Marketing / Helpdesk users, SMS sender ID, AWS SES region, helpdesk phone, support email, privacy policy URL | Step 4 — First login and platform set-up, Add HQ Admin, Marketing and Helpdesk users |
| Brand / Logo / Guidelines | Brand name, primary business category, logos and icons for dark and light backgrounds, brand guidelines PDF used by the AI agents | Step 5 — Upload your brand, logos and icons, Upload your brand guidelines for the AI agents |
| Campaign Settings | Target audiences (personas) and campaign objectives offered in every campaign brief | Define target audiences and campaign objectives |
| Retail Admin Set-up | CSV upload of Staff and Store_Manager users, the default first-time login password, the Retail Admin login link | Upload Retail Admin users for your stores |
| Retail Settings → Store Segments | Variable store segments (store managers can set) and fixed store segments (HQ only) used to localise campaigns | Localise campaigns with store segments |
| Retail Settings → Display Tags | Tags that can be assigned to displays and used to target campaigns | Target campaigns at specific displays with display tags |
| Retail Settings → CTA Settings | Custom links in the HQ Admin and Retail Admin left-hand menus, log-out button, back-link, default Retail Admin profile image | Add custom menu links (CTA settings) to HQ Admin and Retail Admin |
Platform Admin
The sub-navigation lists Security (IP Restrictions) and a collapsible Enabled Features group. Each feature page turns one capability on and holds its settings. Most feature toggles are platform-wide; queueing, appointments and digital signage are also switched per store under Stores / Branches → Enabled Features, and QR Control, proximity and vision per display under Displays & Devices → Enabled Features.
| Page | What it controls | Article |
|---|---|---|
| Security (IP Restrictions) | Which IP addresses (CIDR ranges) can reach the platform, up to 400 records | Step 7 — Restrict platform access by IP address |
| Google Maps/Places | The Google Maps API key used to find stores and addresses | Connect the platform to Google Maps / Places |
| Digital Signage | Enables digital signage and explains device registration for Amazon Signage / FireTV and ChromeOS / Android | Enable digital signage |
| Campaign Monitoring Settings | Closed-loop campaign optimisation, on-rotation classification rules, playback analytics retention | Configure campaign playback monitoring |
| Queueing / Appointments | Queue settings, appointment templates and calendar blocking, shared SMS and email templates, reason-for-visit categories | Enable virtual store queueing, Enable appointment bookings |
| Mobile Store Sites | Mobile site templates, their header, menu items and look and feel | Define your default mobile site template |
| API Authentication | Secrets and tokens for connected platforms such as the Visitor API and digital signage | Create API authentication credentials for an integration |
| Google Business Profile | Connects your Google account so store data can be synchronised | Connect the platform to Google Business Profile |
| QR Control | Shows a QR code on connected store displays so visitors can engage with campaigns | Enable QR Control and set the default QR code settings |
| AI Models / Integrations | The AI model providers (OpenAI, Google Gen AI, LTX), base URLs and API keys the AI assistant needs before it can create a campaign, plus retry settings | Connect AI models and providers |
| AI Agents / Skills | The system prompts and models behind each AI skill | AI agents and skills reference |
| MIST (Proximity) | MIST account credentials for proximity-based personalisation | Enable proximity personalisation with MIST |
Who can change these settings
Changes on Platform Set-up prompt for your Admin password before they are saved. Store managers never see Company Settings or Platform Admin; the settings they can maintain themselves live in Retail Admin under Store Info.
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Last updated 17 September 2026
