Appearance
How TekStacks works for your company: its time zone, its name, short name and logos, which equipment fields show, how long equipment lasts, and the switches for reminders, checklists and clients.
Overview
Settings is one page with tabs down the side. Change anything, then click Save; Unsaved changes shows beside the button until you do, and leaving the page asks first. Logos are the exception: each saves as soon as it uploads.
| Tab | What it sets |
|---|---|
| General | Time zone |
| Branding | Company name, short name and logos |
| Equipment fields | Which built in fields are hidden, optional or required |
| Lifecycle | How many years each type of equipment lasts, and how far ahead to warn |
| Loaners | Loan reminder emails |
| Found equipment | The page anyone sees when they scan a QR label |
| Change management | Whether changes need approval |
| Renewal reminders | Reminder emails before licenses and services renew, warranties end and equipment reaches end of life |
| Checklists | Starting onboarding and offboarding automatically |
| Clients | Turning on clients (MSP plan) |
Requirements
- Role: Admin (Company settings, custom domain and storage, which only the Admin role has).
General
- Open Administration, then Settings.
- Choose the Time zone. Every time is shown in this zone, for everyone in the company.
- Click Save.
Branding
- Open Administration, then Settings, then Branding.
- Edit the Company name, and if you like a Short name of up to 20 characters, such as FSCU for Federal State Credit Union. The short name is used where the full name does not fit: browser tab titles, the header on a phone, the collapsed menu, and labels whose template prints Property of, with the short name. Left blank, the full name is used. Emails, your sign in page and anything legal keep the full name.
- Click Save for the names.
- Add your logos. Each card shows the logo on the background it is for, at the size it really appears, and saves as soon as you drop a file on it or click to upload. PNG, JPEG or WebP; transparent backgrounds work best.
There are four logos, and only the first is needed:
| Logo | Where it shows | Without it |
|---|---|---|
| Wide on light | The menu, your sign in page and the page your labels open, in light mode, and labels | TekStacks' own logo |
| Wide on dark | The same places in dark mode | Wide on light |
| Square on light | The collapsed menu, small square labels and the browser tab | Wide on light |
| Square on dark | The collapsed menu in dark mode | Square on light, then Wide on dark |
A card with no logo of its own shows the one it falls back to, faded, with Using: and its name. Wide logos look best at about 4:1 and at least 400 pixels wide; a square logo at least 256 pixels, your mark without the name. The menu and the sign in page swap between the light and dark logos the moment you change the theme. Labels always print the light versions, since labels are white. Add Wide on light first: the others fall back to it.
To remove a logo, click Remove on its card and confirm. Wide on light can be removed once the other three are gone.
SVG files are not accepted: TekStacks redraws every logo as a plain image, and does not draw uploaded SVG files on its servers.
Equipment fields
Each built in field (Make, Model, Serial number, Asset tag, Name or hostname, Status, Condition, Location, Room, Department, Purchase date, Price, Vendor, Warranty contract, Order number, Warranty expiry and Notes) can be Hidden, Optional or Required. Status and Notes can be hidden or shown, never required. Hidden fields leave the form, the equipment page and the list. Type is always required; custom fields set their own (see Custom fields).
Lifecycle
Enter how many years each type of equipment lasts. End of life is the purchase date plus this. Leave a type blank to not track it. Warn this many months ahead sets when equipment appears in Reaching end of life on Home. New companies start with suggested lifetimes.
Loaners
Turn on Send loan reminders to email the borrower and whoever lent it the day before a loaner is due back, the day after it was due, and every week while it stays out (see Loans).
Found equipment
Choose what someone sees when they scan one of your QR labels, whether they can report it found, and who hears about it. A live preview shows the page as you change it. See Lost and found.
Change management
Turn on Changes need approval so a planned change must be approved before it can be marked done (see Change management).
Renewal reminders
Turn on Send renewal reminders and enter Days before, such as 30, 7, 1 (see Reminders).
Checklists
Turn on Start onboarding for new employees or Start offboarding when an employee leaves, and choose which Checklist and who it is For (see Checklists).
Clients
Turn on We manage equipment for clients to add a Clients page and a switcher (see Turning on clients).
Vault settings
Turning on the Vault, choosing which key encrypts it, and how many config copies to keep are on their own page: open Administration, then Vault settings. See Turning on the Vault.
Troubleshooting
"You have clients. Their equipment would become unreachable, so this stays on." Clients cannot be turned off while you have any. Merge or delete them first.
FAQ
Can I change my company's TekStacks address? Not from Settings. Add your own address with a custom domain, or ask TekStacks support to change the subdomain.