Key functions of the Settings Tab
There are two parts to the ‘Settings’ tab:
- Sources
- Module Settings
Sources:
Based on the sources that the business wishes to connect; the agency or tooling administrator will carry out the enablement.
There are two types of sources:
- Premium Data Sources
Sources that can be enabled based on a paid plan with the source platform to fetch and sync data.
- Non-Premium Data Sources
Sources that can be enabled for free and required no payment.
Click on ‘Save’ once the sources have been enabled.
Module Settings:
On the ‘Module Settings’ tab, based on the sources that you have enabled, you will now have to enable the source and feature enabled for the business as a whole. Click on the drop-down for the modules that have been enabled for your business.
Enable the sources for each feature of the module.