Configuration Reference
This document covers the key settings available in SyteOps and their effects.
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 (secrets excluded)
Other Options
- Debug Mode — Enables the Debug Tool and structured logs under wp-content. Required for destructive wipes.
- 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):
| Role | Purpose |
|---|---|
| Site Owner | Primary site owner/administrator |
| Technical Contact | Primary technical contact |
| Marketing Contact | Primary marketing contact |
Custom Roles
User-defined roles with flexible assignment. See User Management.
General Tab
- FlowMattic quick links and workflow access
- Theme customization settings
- Clickable code values for copying variable names
Integrations Tab
- CRM configuration with encrypted API credentials
- Team communication (Slack, Teams, etc.)
- Booking platform integration
- Code injection textareas with CodeMirror syntax highlighting
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.