In the Settings section, you can define your company's basic information and background details in Moder. These settings are reviewed during the initial setup of Moder and are rarely modified in daily use. However, it’s essential to know where to update basic information when needed.
Company
In the Company section, you can set up your company's information in your Moder account. Settings are divided into three categories: basic information, bank details, and assigning the admin user.
Basic information
On the Company page, you can enter your company’s basic information:
- Name
- Company logo (shown on invoices)
- Business ID
- VAT number (e.g. FI1234567)
- Website URL
- Address details
- Phone number
- Email address
These details will appear directly on your online store’s footer, on invoices generated in Moder, and in the GuestApp used by your customers.
Here's how to do it
- Fill in the information
- Click Save at the bottom of the page.
Bank details
Adding bank details is essential, as this information is automatically included in manual invoices sent to customers.
Without properly filled-out bank information, invoices won’t contain the necessary payment details, which can lead to delayed payments and customer service issues.
Moder tip! Remember to double-check that your bank details are correctly filled in this section to ensure they appear accurately on all invoices. This helps maintain smooth payment processing and avoids unnecessary issues.
Next running order/invoice number: in this section, you can enter the starting invoice number for billing through Moder to simplify accounting, especially if there are many existing invoices. (Note: This field is optional.)
The default payment term is set to 14 days. If your company uses a different payment term, remember to update this.
You can also adjust the payment term for individual invoices directly when creating them, if needed.
Root user
Root user email will be visible on the following sections:
- In the webshop
- On invoices sent to customers
- In booking confirmations
Moder tip! Even if the company admin has a personal email, it’s best to enter your company’s general email here, such as sales@company.com or info@company.com.
Users
In the Users section, you can manage who has access to your company’s Moder account and set their access level to match their role.
We covered the different access levels (or roles) earlier in the Access Levels section.
Add users
Add new users by clicking the Add user button in the top right corner. This will open the window shown below.
Once you’ve assigned a role to the new user, they can go to the login page to request a password setup link, as we covered earlier in the "Logging into Moder" section.
Edit user roles
You can change the access levels (roles) of existing user accounts directly from the drop down menu next to the user’s name.
My account
As the name suggests, in this section, you can edit settings for your own user account. This includes two main options: logging into another Moder account you have access to or managing cookie settings.
Switching to another company's Moder account
If you have access to more than one company’s Moder account, you can switch between them on the My account page.
To change companies, use the drop down menu under Select Company.
Click the drop down, choose the desired company, and press Save.
Cookie settings
On the My account page, you can also manage your cookie settings.
Some cookies are essential for Moder's functionality, while others are used for analytics to improve the service. You can adjust your preferences here.
Click on Cookie Settings, make your selection, and click Save.
When you click on the "Cookie settings", the following consent preference window will appear:
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