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Settings Menu

Momentus Education

Created on November 3, 2025

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Transcript

Settings Menu

Access the Settings Menu by clicking your name in the top-left of the application (above the Calendar page).

Click + to learn more.

Note

Setting up your GL codes, taxes, and service charges are optional, and therefore, not required to begin setting up your inventory structure.

Tutorial Tip

There are various engagement modes for tutorials. The Try and Watch modes will offer you the best user experience.

  • Try is an interactive mode in which learners must follow the guided prompts to advance through the tutorial, simulating the actual process.
  • Watch is a non-interctive mode that plays the tutorial like a video.

Typically, a default mode is selected based on the content and processes being demonstrated.

Settings Menu

Momentus uses this area to make announcements about system downtime due to releases or scheduled maintenance.

BROADCAST MESSAGES

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Use this side to give more information about a topic.

There are several options within the Settings Menu:

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Configure account-wide settings, add rooms, manage users and roles, and define reference data like event types, functions, and market segments.

Sign up for email notifications, set your defaults, change your password, and set up two-factor authentication.

MY SETTINGS

SYSTEM ADMIN

SIGN OUT

Sign out of Elite.

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Use this side to give more information about a topic.

Use this side to give more information about a topic.

Use this side to give more information about a topic.

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Edit your inventory, price schedules, and instruction sets, and configure taxes, service charges, and discounts. Requires specific permissions.

Momentus Connect is a marketplace for integrations and value-added services across Momentus products.

View, create, and share reports, dashboards, and templates with specific users.

INSIGHTS ADMIN

INVENTORY AND PRICES

CONNECT

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Use this side to give more information about a topic.

Use this side to give more information about a topic.

Use this side to give more information about a topic.

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Narration Transcript

Think of your organization's current inventory management structure: Do you have a rate sheet, event manifest, or any similar documentation in place? If so, that is likely the structure you want to use within the software.