Data Panel: How to Manage Base Settings in Diamond Operations Pro

What the data panel is

The "Data Panel" brings together general settings that serve as the foundation for different parts of the system.

These details may appear or be used in:

• Invoices.
• Jobs.
• Email communications.
• Text messages.
• Booking page.
• Tax calculations.
• Payrolls.
• Employee settings.
• Online payments.
• External integrations.

Keeping this information updated helps the operation work with consistent data.

What this module is used for

The "Data Panel" module allows you to configure and maintain essential company information.

From this module, you can:

• Update the company name and contact details.
• Configure working hours.
• Define regional taxes.
• Manage email accounts for communications.
• Review text message settings.
• Connect online payments.
• Review transaction fees or charges.
• Create employee positions.
• Maintain information reused by other modules.

This module works as a configuration base. If the data here is incorrect, other processes may also display or use incorrect information.

Who should use this module

The "Data Panel" module should be managed by users responsible for the system’s general configuration.

It can usually be used by:

• Owners.
• Administrators.
• Users responsible for configuration.
• Authorized finance staff.
• Users in charge of communications.
• Users responsible for online payments.
• People who configure taxes or labor data.

Access should not be given to users who do not have administrative responsibility, since changes can affect several areas of the operation.

When to use "Data Panel"

Use this module when you need to configure or update the company’s base information.

Common cases include:

• The company is being configured for the first time.
• The phone number or contact information changes.
• Working hours change.
• Regional taxes are adjusted.
• Email accounts are configured.
• Text messages are reviewed.
• An online payment account is connected.
• Employee positions are created or updated.
• Information appearing on invoices or communications needs correction.
• A setting that affects other modules needs to be reviewed.

Important concepts

Company manager
Section where general company data is managed.

Contact information
Data reused in invoices, communications, public pages, or other processes.

Email settings
Accounts used to send communications from the system.

Text message settings
Numbers or settings used to send messages, depending on the available configuration.

Online payment integration
Connection that allows digital payments to be processed.

Taxes
Rates configured by region, city, or county to be applied in billing.

Positions
Job titles or work roles that can be assigned to employees.

Master data
Base information that other modules reuse.

Main Data Panel screen

The "Data Panel" screen may include several configuration sections.

Depending on the user’s permissions, information such as the following can be reviewed or modified:

• Company name.
• Phone number.
• Contact information.
• Payment description for invoices.
• Working hours.
• Opening and closing time.
• Time zone.
• Email settings.
• Text message settings.
• Payment integration.
• Regional taxes.
• Employee positions.

This screen should be handled carefully because its data may be used by multiple modules at the same time.

After saving, review related modules if the change should appear on invoices, the booking page, or communications.

Data that may appear in other modules

Information configured here can be reused in different areas of the system.

Invoices
May use contact information, payment description, taxes, and company data.

Booking page
May show the company name, description, contact details, or public company information.

Jobs
May use working hours, time zone, or operation-related data.

Payrolls
May depend on general settings, working hours, or labor data.

Communications
Emails and text messages may use accounts, numbers, or contact information configured here.

For this reason, when data appears incorrectly in another module, the data panel is often one of the first places to review.

If emails are not being sent correctly, first review the verification status.

If messages do not work as expected, check whether the number is verified and whether the configuration is complete.

If online payments are not working, first check whether the integration is connected correctly.

Taxes should be reviewed carefully, since they may affect invoice totals and financial reports.

Positions should represent real roles within the operation. Avoid creating duplicate or very similar names.

Best practices

To maintain reliable configuration:

• Review the data panel periodically.
• Keep contact information updated.
• Verify email accounts before using them for sending.
• Confirm text message numbers and their status.
• Review taxes when regional rates change.
• Keep employee positions simple and clear.
• Verify payment integration before receiving online payments.
• Do not change tax or payment data without authorization.
• Review invoices and the booking page after important changes.
• Limit access to administrative users.

Expected result

By the end, the administrator should be able to:

• Keep the company’s general data updated.
• Configure reliable contact information.
• Review email and text message settings.
• Connect online payments.
• Manage regional taxes.
• Create and maintain employee positions.
• Understand which modules reuse this data.
• Correct errors that appear on invoices, the booking page, or communications.
• Maintain consistent information for operations, billing, payrolls, bookings, and communications within Diamond Operations Pro.