Administration & Setup

The Administration and Setup section covers the core configuration areas of Samurai used to manage your system settings, user access, and overall platform behaviour. These pages guide administrators through the essential setup tasks required to tailor Samurai to your organisation’s structure and processes.

From here, you can learn how to:

• Configure Sites, Departments, and Teams to reflect your organisation
• Manage Users, Roles, and Permissions to control system access
• Define System Settings such as units, date formats, numbering sequences, and default options
• Set up Integrations with other business systems using Samurai’s REST API and webhooks
• Manage Custom Fields, Lookups, and other configuration data to align the system with your internal terminology

This section is primarily intended for system administrators responsible for maintaining the platform. Correct configuration in these areas ensures smooth operation, accurate data, and a consistent experience across all parts of Samurai.