Skip to main content

Configuration Reference

This document covers the key settings available in SyteOps and their effects.

Saving settings​

Most settings tabs keep one Save Changes button at the bottom of the page. Extra Save buttons on the Integrations, System / API, and CRM tabs are gone — use that footer.

The Users and Backup tabs hide that footer. On Users, each person card still has its own Save. Backup uses its own backup and restore actions.

Admin connection and domain buttons say what they save, rather than a generic Save.

On the General tab, admin buttons, heading bars, and role badges on user cards pick black or white text from your brand color so the label stays readable.

Admin Tab​

The Admin tab is the primary configuration surface. It contains:

SyteOps Modules​

Toggle modules ON/OFF. Modules must be uploaded as ZIP packages before they can be enabled. When toggled OFF, FlowMattic variables are cleaned up but all settings data is preserved for easy re-activation.

Configuration Management​

  • Export Master — Export all settings as a master configuration file
  • Export Scoped — Export settings for a specific tab or area
  • Import — Import a configuration file (master or scoped)
  • Full Backup — Create a complete ZIP backup including all settings, module data, and licensing records (keys, tokens and passwords are never included)

Other Options​

  • Debug Mode — Enables the Debug Tool and structured logs under wp-content. Required for destructive wipes.
  • Label FlowMattic variables with a description — Off by default. When on, every variable the plugin writes carries a short "… Setting/Variable" label in FlowMattic's Variables screen. Leaving it off keeps that Description column blank so the list is easier to scan. Only these auto-generated labels are added or removed — any description you wrote yourself is left alone.
  • REST API Restriction — See REST API Restriction

Users Tab​

Manage users with 31+ fields per user:

  • Identity (name, email, phone)
  • Contact information
  • CRM IDs (15 supported CRM systems)
  • Profile pictures
  • Role assignments
  • Module data (when modules are enabled)

System Roles​

Single-assignment roles (only one user per role):

RolePurpose
Site OwnerPrimary site owner/administrator
Technical ContactPrimary technical contact
Marketing ContactPrimary marketing contact

Custom Roles​

User-defined roles with flexible assignment. See User Management.

CRM Tab​

Centralized CRM system configuration. See CRM Management.

  • CRM count selector (0–15 systems)
  • Per-CRM fields: name, code, URL, admin-only flag, encrypted API credentials
  • Platform selection: Primary Communication Platform, Primary Booking Platform
  • CRM Variables (RSVS) with FlowMattic sync

General Tab​

  • FlowMattic quick links and workflow access
  • Theme customization settings
  • Clickable code values for copying variable names

Company Information​

This is where you tell SyteOps who your business is. Every field here becomes part of your site's shared business identity — used across automations, the Review Portal, and (where applicable) AI-facing surfaces.

  • Company Name and Agency Name
  • Company Address — Street Address 1 and 2, City, State, Zip / Postal Code, and Country. International postal formats are accepted, so UK, Canadian, Japanese and other non-US codes save exactly as you type them.
  • Business Profile:
    • Description — one or two sentences describing what the business does. This feeds single-line AI surfaces, so keep it short; line breaks are collapsed on save.
    • Entity Type — Organization, or Person for a personal brand. Leave it unset if you'd rather not specify.
    • Business Hours — free text, e.g. Mo-Fr 09:00-17:00.
  • Social & public links — Home Page, Blog, Facebook, Instagram, TikTok, YouTube, LinkedIn, X (Twitter), Trustily, Proof of Insurance, Logo Image, and Image Storage.

Where this is used​

  • FlowMattic automation variables — every field above syncs to a FlowMattic variable your workflows can reference, so a change here reaches your automations automatically.
  • Review Portal branding — if a reviewer's branding override doesn't set its own company name, the Review Portal falls back to the Company Name set here.
  • Answer-engine publishing (LLMS Amplifier) — if the LLMS Amplifier integration is installed and active, your business profile (name, description, entity type, logo, address, social links, and hours) can be published into Amplifier's own AI index file, so AI agents reading it learn who the site belongs to. This is a separate on/off switch located under Content Pipelines → Answer Engine → Answer-engine publishing → "Business identity in the LLMS Amplifier index." Anything already configured directly in LLMS Amplifier's own settings always takes priority — SyteOps only fills in what's missing.
  • Contact emails and phone numbers are never published by any of the above — they are excluded from this shared identity entirely and stay private no matter how these settings are configured.

Outbound Email​

  • Send Transactional Emails From — the address SyteOps emails come from. Leave it blank to use noreply@ your site's domain.
  • Add Site Name to Email Subjects — on by default. Prefixes every SyteOps email subject with [Your Site Name], so a mailbox that receives mail from more than one site can tell at a glance which one an email is about. Turn it off to leave subjects exactly as each email already builds them.
  • Every SyteOps email also shows your site's name as the sender rather than a generic fallback, and Review Portal mail about the same article threads together in your inbox instead of arriving as unrelated messages.

Integrations Tab​

  • Integration toggles (enable/disable individual integrations)
  • Team communication (Slack)
  • Booking platform integration (Fluent Booking)
  • Code injection textareas with CodeMirror syntax highlighting

System / API Tab​

A per-integration configuration surface organized as collapsible cards — one card per integration or feature that needs credentials, endpoints, or AI configuration. Cards only appear for integrations that are currently toggled ON, so the page stays focused on what you're actually using.

Each card contains sections:

  • Credentials / API keys — provider tokens, secret keys, webhook tokens. All secrets are encrypted at rest and masked after save.
  • Endpoints / Webhook URLs — copy-ready URLs your external services should call.
  • Feature-specific settings — link density, keyword matching mode, enrichment tier, etc. Varies by integration.
  • AI Providers (for AI-using features) — the per-feature AI provider, model, and max-tokens selectors described on the AI Providers page.

There is also a top-level API Keys tile that lists all six AI providers side-by-side with live balance display and per-provider refresh.

Navigate via the admin menu: SyteOps → System / API.

Backup Tab​

Full backup and restore surface. See Backup and Restore.

Variable Set Tabs​

Custom tabs for managing variable collections. See Variable Sets.

REST API Settings​

Logging, access control, and allowlist configuration. See REST API Restriction.

FlowMattic Sync​

All configuration changes made in SyteOps are automatically synced to FlowMattic variables for use in automated workflows. This happens transparently — no manual sync is required.

A Resync All Variables button is available for manual synchronization if needed.