Organization & Admin

Cascading Settings

ListerLeo uses a cascading settings system that resolves configuration values through a chain of precedence. This is one of the most powerful features of the platform — it lets you set defaults at a high level and override them only where needed.

The Settings Cascade Chain

When ListerLeo needs a setting value (like a starting bid), it checks these levels in order, using the first value it finds:

1. Item — A value set directly on the individual item. Highest priority.
2. Lot — A value set on the lot the item belongs to.
3. Parent Lot — A value set on the lot's parent lot, if it has one.
4. Vendor — A value set on the vendor the item came from.
5. Organization — The organization-wide default. Lowest priority, always set.

Settings That Cascade

• Starting bid, reserve price, buy now price
• Description template
• Default condition code
• Photo requirements (required / optional)
• Category
• Auto-lot mode

Viewing the Resolved Value

On any item's detail page, hover over a field to see where the current value came from. A tooltip shows "From: Vendor Default" or "From: Organization Default" so you know which level in the cascade is providing the value.

Workflow Settings

Workflow settings define what information is required when scanning items at the Processing Station. These settings are configured in Organization Settings as part of the cascading settings system.

Configuring Workflow Settings

1. Navigate to Settings > Organization.
2. In the workflow section, toggle each requirement on or off:
   • Photo Required — At least one photo must be uploaded before saving.
   • Condition Required — A condition code must be selected.
   • Title Required — The title field cannot be left blank.
   • Description Required — A description must be entered or generated by AI.
   • Category Required — A category must be assigned.
   • Weight Required — Weight must be entered.
3. Click Save.

Workflow settings follow the cascading settings chain, so they can be overridden at the vendor level for vendor-specific requirements.

Label Settings

Configure how labels are printed for items and locations.

Label Configuration

• Label Format — Choose ZPL (Zebra) or ESC/POS (receipt printers).
• Label Size — Set the label dimensions (e.g., 2"x1", 4"x2").
• Barcode Type — Choose the barcode symbology: Code 128 (default), QR Code, or Code 39.
• Label Content — Choose which fields appear on the label: serial number, title, lot number, vendor, condition.
• Auto-Print — Enable automatic label printing after each item is saved at the Processing Station.
• Default Printer — Set the default printer for the organization. Individual users can override this in their profile.

Managing Users

The user management page shows all members of your organization with their roles, teams, and last activity.

User List

Navigate to Settings > Users to see the full user list. Each row shows:

• User name and email
• Current role
• Team assignment
• Last login timestamp

User Actions

• Edit — Change the user's role or team assignment.
• Deactivate — Users can be deactivated via the is_active toggle on their profile. Deactivated users cannot log in but their historical activity data is preserved.
• Remove — Permanently remove the user from the organization. Their historical activity data is preserved.

Inviting Users

Invite new team members to join your organization via email.

1. Navigate to Settings > Users.
2. Click Invite User.
3. Enter the person's email address.
4. Select a Role for the new user (e.g., Scanner, Cataloger, Team Lead).
5. Optionally assign them to a Team.
6. Click Send Invitation.

The invited person receives an email with a link to create their account and join your organization. Invitation links expire after 7 days. You can resend the invitation from the Users page if needed.

Assigning Roles

Change a user's role to adjust their permissions as their responsibilities evolve.

1. Navigate to Settings > Users.
2. Click the Edit icon next to the user.
3. Select the new role from the Role dropdown.
4. Click Save.

Role changes take effect immediately. The user will see updated navigation options on their next page load. They do not need to log out and back in.

Role Change Restrictions

• Admins can assign any role up to and including Admin.
• Only the Owner can assign the Admin role or transfer ownership.
• You cannot downgrade your own role (to prevent accidental lockout).

Managing Teams

Teams allow you to organize users into groups. Teams are used for analytics filtering, pick list assignment, and access control.

Creating a Team

1. Navigate to Settings > Teams.
2. Click Create Team.
3. Enter a team name (e.g., "Morning Shift", "Electronics Team", "Building B").
4. Optionally assign a Team Lead.
5. Add members by selecting users from the member picker.
6. Click Create.

Users can belong to one team at a time. Changing a user's team immediately updates their analytics grouping and team-based access.

Team Locks

Team locks restrict access to certain resources based on team membership. This is useful for organizations with multiple teams that should not interact with each other's data.

What Can Be Locked

• Vendors — Lock a vendor to a team so only that team's members can scan items for that vendor.
• Lots — Lock a lot to a team so only that team can add or remove items.

To set a team lock, open the resource (vendor, lot, etc.) and select a team in the Team Lock field. Admins and owners can always access locked resources regardless of their team assignment.

Condition Codes

Customize the condition codes available in your organization. Condition codes describe the physical state of items and appear in auction listings.

Managing Condition Codes

1. Navigate to Settings > Condition Codes.
2. You will see the current list of condition codes with their display order.
3. To add a code: click Create Condition Code, enter the name (e.g., "Refurbished"), optionally set a color and description, and click Create.
4. To edit a code: click the edit icon, modify the name or description, and save.
5. To reorder codes: drag and drop to change the display order in the Processing Station.
6. To disable a code: toggle it off. Disabled codes are hidden from the Processing Station but preserved on existing items.

Billing

The billing section is accessible only to the organization owner. Here you can manage your subscription, view invoices, and update payment information.

Billing Page

1. Navigate to Settings > Billing.
2. View your current plan, user count, and next billing date.
3. Click Manage Subscription to upgrade, downgrade, or cancel your plan.
4. Click Update Payment Method to change your credit card or payment details.
5. Click View Invoices to download past invoices as PDFs.