Update and re-organize settings page

πŸ” Problem Statement

The current Settings page structure is not organized in a clear or intuitive way and uses the old UI, making it difficult for users to navigate and discover configuration options efficiently.

Settings are not grouped based on the customer journey or operational workflows, which creates confusion during onboarding and ongoing platform management.

πŸ’‘ User Story

As a Pelcro admin user,

I want the Settings page to be reorganized into clear functional groups,

so that I can more easily find and configure settings based on my workflow and stage of setup.

🎯 Definition of Done (DoD)

A feature is done when:

  1. The settings page is moved to preline.

βœ” The Settings page is reorganized into grouped cards/sections based on customer workflows and onboarding order.

βœ” The new structure includes the following sections:

Card 1 β€” Site Setup

Core configuration required to launch a working Pelcro site.

  1. Integration

  2. Settings

  3. Design

  4. Identity

Card 2 β€” Monetization

Configuration related to payments and revenue flows.

  1. Billing

  2. Taxes

  3. Invoicing

  4. Shipping Rules

  5. Plan

  6. ACH Configuration

Card 3 β€” Team & Developers

Configuration for collaboration and technical integrations.

  1. Collaborators

  2. API Keys

  3. Applications

  4. Notifications

Card 4 β€” Operations

Operational and support-related configurations.

  1. Account Information

  2. Email Center

  3. Cancellation Reasons

  4. Logs

Card 5 β€” Security

Security and risk management settings.

  1. Authentication

  2. Fraud Prevention

βœ” The updated structure improves discoverability and navigation clarity.

βœ” Existing permissions and access controls remain unchanged.

βœ” No existing settings functionality is removed or broken.

βœ” Navigation and breadcrumbs continue to function correctly after restructuring.

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Upvoters
Status

Planned

Board
πŸ’‘

Pelcro Product

Date

3 days ago

Author

Rana Haleem

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