Settings
Settings is where you configure SKU.io for your whole account: who can sign in and what they can do, the custom fields and payment terms your records use, the PDF documents you send, your subscription, and API access for developers.
A setting that belongs to one feature is documented with that feature instead. For example, returns settings are in Returns, inventory debt settings are in Inventory debt, account mapping is in Accounting → Set up, discount codes are in Use saved discount codes, approval policies (Settings → Purchasing → Approval Policies) are in Approvals, and each app's settings are in Integrations.
Users & permissions
- Create and manage users — add teammates and set their access level.
- Create a role — bundle permissions into a role you can assign.
- Roles and permissions reference — admin, power user, and custom roles explained.
AI Assistant
- AI Assistant settings — the provider, and the controls over what AI can see.
- Control what the AI can see — choose a preset, keep customer details away from AI, choose who can use AI, and review every AI call.
Custom fields
- Add a custom field — capture your own data on orders, transfers, and suppliers.
Payment terms
- Set up payment terms — define when invoices are due, for purchasing, sales, or both.
PDF templates
- PDF Template Builder — control how printed orders, packing slips, pick lists, quotes, and credit notes look.
- Edit templates — edit, preview, restore, and customize a template.
- PDF templates reference — the editor, variables, page setup, and each document type.
Account & billing
- Update your payment method — change the card on file and download past invoices.
Developer & API
Everything that reaches your account from outside the browser — start with the developer settings overview for the map, then pick the credential you need.
- Create a personal access token — a scoped API credential for your own scripts.
- Manage personal access tokens — edit, rotate, watch traffic, revoke.
- API scopes reference — every scope, what it opens, and what a refusal looks like.
- Fix a 403 from your API token — tell a missing scope from a missing permission, and fix the right one.
- Connect an AI assistant — add SKU.io to Claude, ChatGPT or Cursor, choose whether it may make changes, and see every call it makes.
- Subscribe to webhooks — have SKU.io POST a signed payload when something changes.
- Monitor webhook deliveries — read the delivery log and act on failures.
- Register an OAuth application — let third-party software ask your users for access.
- Manage OAuth applications — edit, rotate the signing secret, revoke.
- Review connected apps — the apps you authorized, and how to cut them off.
- Manage active sessions — where your account is signed in, and how to sign out everywhere.
- Set up two-factor authentication — add a second step to your sign-in.
Review connected apps covers third-party software you authorized over OAuth against your own user account, listed under Settings → Developer → Connected Apps. That is not the same as managing a connected app under Apps & Integrations, which is a company-wide integration such as a Shopify store or a QuickBooks company.
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