Settings
The Settings page (/admin/settings) contains configuration options that apply across your customer account.
| Role | Accessible tabs |
|---|---|
| Administrator | Files and Discounts |
| Assessor | Discounts only |
| Viewer | No access to admin Settings |
For client-specific configuration (categories, pricing, custom fields, domains, and signup pages), see the Clients page.
The
/settings route in the admin dashboard is a user profile editor where you can update your name and email. Phone number and job title fields are displayed but are not currently saved. This route is separate from the admin-wide Settings page described here.Files tab
The Files tab lets you upload and manage shared assets stored in your customer’s public bucket. These files are served from the RapidCert CDN and can be referenced across the platform — for example, as attachments on template directives or in certificate branding. Navigate to Settings in the sidebar, then select the Files tab.Uploading a file
- Click Choose File and select the document from your computer
- Click Upload
Managing files
- Copy URL — click the copy icon next to any file’s URL to copy it to your clipboard. Use this to reference the file elsewhere (e.g. in HTML content or external documentation).
- Remove — click Remove to delete a file from the CDN. This action is permanent.
Discounts Tab
Admins can create and manage discount codes from the Discounts tab. For full details on discount management, see Discount Management. Navigate to Settings in the sidebar, then select the Discounts tab.Next Steps
Clients
Configure client-specific settings like categories, pricing, and signup pages
Users & Viewers
Manage who has access to the admin dashboard