The Settings section in ProManage is your control center for configuring how the platform looks, behaves, and interacts with users.
It allows authorized users to customize branding, define operational rules, manage automation, and set up communication templates - ensuring ProManage works exactly the way your business needs.
Settings are organized into below categories:
1. Brand Configurators
These options allow you to personalize your ProManage environment to match your brand identity and reporting preferences:
- ProManage Pages - Customize the appearance and structure of your public-facing ProManage pages.
- Website - Configure linked business websites and associated URLs.
- Reports Theme - Apply your brand colors and styling to exported reports.
2. Rules Configurators
Set the business rules and operational logic that keep your brand consistent across locations:
- Review Attribute - Define the attributes that should be captured for each review.
- Duplicate Audit - Configure rules to detect and manage duplicate listings.
- Profile Score - Configure the Primary Categories of your business profiles.
- Google Auto-Post - Enable or customize automated posting to Google Business Profiles.
3. Mentions, Notifications & Performance Metrics
Control how you receive alerts and track your performance:
- Mentions - Configure how and where mentions of your brand are tracked.
- Notifications - Set preferences for alerts and reminders within ProManage.
- Profile Health Score - Establish the scoring criteria for business profile completeness.
- ROI Calculator - Set up parameters for calculating return on investment.
4. Validation Rules
Maintain data quality and brand consistency:
- Business Name Validation - Enforce naming guidelines for all business locations in the platform.
5. Automation Configurators
Reduce manual work by automating repetitive tasks:
- Review Automation - Set rules for automatically responding to customer reviews.
Important Note
Some settings are directly tied to specific modules.
For example, Review Automation settings are detailed in the Reviews module user guides. Always check the relevant module’s guide for advanced configurations.
Best Practices
- Review Brand Configurators before inviting new users to ensure consistent compliance from day one.
- Periodically audit Rules Configurators to maintain compliance and accuracy.
- Use Templates to speed up response times and ensure consistent tone of voice.
- Test automation settings in a single location before rolling them out across all stores.
