We’re reorganising the Tribe configuration menu so you find the setting you need without searching through tabs. Settings are now grouped by function, and everything related to your data sits in one place. Nothing changes in how a setting works, only where you find it. This guide shows where your settings have moved and explains how the new menu is organised.
Table of Contents
Why Is the Configuration Menu Changing?
What Is Changing, and What Is Not?
How Is the New Menu Organised?
Where Did Everything Move? (Quick Reference)
How Do I Find the Configuration of an Organisation or People Type?
How Do I Change a Setting That Applies to All Organisations or All People?
How Do I Configure Something That Applies to Every Type at Once?
How Do I Find the Quotes Configuration?
How Do I Find the Labels Configuration?
Quick Summary
Why Is the Configuration Menu Changing?
Many admins told us that finding a setting in Tribe took too much memory work. The configuration area was a long list of tabs with no clear grouping, and some tab names matched entity names. Related pages did not link to each other, and document templates were spread across four places. Your data was also split across Relations, Activities and Custom entities, using words that did not always match your business. With the new configuration, we want you to find and change settings yourself, without asking for help.
What Is Changing, and What Is Not?
We’ve changed the navigation, the labels and the links between pages. The pages themselves move as they are, so every setting works the way it did before.
Note: Your existing data and settings are not affected. Old bookmarks and links may no longer lead to the page you expect, so update them with the new locations below.
How Is the New Menu Organised?
The new menu follows four principles.
Settings are grouped by function. Instead of one long list of tabs, the menu groups pages into the sections Data, Tools, Modules and Admin.
All your data sits under Entities. The Entities section groups people, organisations, activities, custom entities and your other entities in one place. Before, you found them in separate tabs: Relations for people and organisations, Activities for activities, and Custom entities for your own entities.
Each module has its own page. Module settings now sit in the Modules section, for example Sales, Invoicing and Campaigns.
Every module settings page has the same format. Each page shows the same three parts: Entities, Settings and Templates.
Related pages also link to each other now, so you can move from one setting to a connected one without going back to the menu.
Note: The Modules section shows only the modules you have activated. If a module is missing, check Modules and add-ons.
Where Did Everything Move? (Quick Reference)
Use these tables to find the new location of a setting you used before. They follow the sections of the old menu.
Core data
Before | After |
Modules and add-ons | Modules and add-ons (bottom of the menu) |
Relations | Entities → Organizations or People tab |
Activities | Entities → Activities |
Custom entities | Entities → Custom entities |
Quotes | Modules → Sales |
Invoices | Modules → Invoicing |
Document templates | Tools → Templates |
Courses | Modules → Courses |
General settings | Admin → General settings |
E-mails and Campaigns
Before | After |
Email templates and senders | Admin → Email setup |
Campaign opt-out | Modules → Campaigns |
Connected mailboxes | Admin → Email setup |
Domain validations | Admin → Email setup |
Base data
Before | After |
Option lists | Data → Option lists |
Labels | Data → Tags |
Product catalogue | Data → Products |
Automations | Tools → Automations |
Web forms | Tools → Web forms |
Configuration packages | Admin → Configuration packages |
Client portals | Admin → Client portals |
Users and rights
Before | After |
Users and access | Admin → Users and rights |
Teams | Admin → Users and rights |
User roles | Admin → Users and rights |
Security settings | Admin → Users and rights |
Login history | Admin → Users and rights |
Administration
Before | After |
Data import | Tools → Data import |
Applications | Admin → Applications |
Insider program | Feature lab (bottom of the menu) |
The next five sections explain the changes that affect most admins in more detail.
How Do I Find the Configuration of an Organisation or People Type?
Before, you opened Relations and selected a type from the Organisation types list, such as Customer. Now all types sit under Entities.
Open the configuration menu and select Entities.
Select the Organizations tab, or the People tab for people types.
Select the type you want to configure, for example Customer.
How Do I Change a Setting That Applies to All Organisations or All People?
Before, you used the gear icon next to Relations. Now each entity has its own settings screen.
Open the configuration menu and select Entities.
Select the Organizations tab or the People tab.
Click the settings button in the infobox.
The settings screen for all organisations or all people opens.
How Do I Configure Something That Applies to Every Type at Once?
Before, you used the dedicated relationship type settings on the Relations screen. Now these settings sit with the entity they belong to.
Open the configuration menu and select Entities.
Select the Organizations tab.
Select Organization settings.
Select Relation settings
Any change you make here applies to every type.
How Do I Find the Quotes Configuration?
Quotes was a separate item in the menu before. It now belongs to the Sales module.
Open the configuration menu.
Select Sales.
How Do I Find the Labels Configuration?
Labels are now called tags.
Open the configuration menu.
Select Tags.
Quick Summary
We’re grouping the configuration menu by function, with all your data under Entities and each module on its own page. Every setting works as before, and only its location has changed. Use the quick reference tables to find the new location of any setting you used before.