> ## Documentation Index > Fetch the complete documentation index at: https://dronelist.io/docs/llms.txt > Use this file to discover all available pages before exploring further. # Settings > Configure your organization, team, integrations, and account preferences # Settings The Settings area lets you configure everything about your organization and how you use dronelist.io. Access it from the sidebar — the settings navigation is split into two groups: **Organization** and **Platform**. *** ## Organization ### General The starting point for your organization's profile. Update the basic details that appear across the platform. | Field | Description | | ----------------- | ---------------------------------------------------------------- | | **Name** | Your organization's display name | | **Logo** | Uploaded logo used in proposals, invoices, and the client portal | | **Business type** | The type of business you operate | | **Website** | Your company website URL | ### Address & Locale Manages two tabs of location-related settings: **Business Address** — Your physical business address used on [invoices](/docs/features/invoicing) and [proposals](/docs/features/proposals). **Locale & Regional** — Regional preferences that control formatting across the platform: | Setting | What it controls | | ----------------- | ---------------------------------------------------------------- | | **Currency** | Default currency for invoices, proposals, and financial displays | | **Date format** | How dates appear throughout the platform | | **Number format** | Decimal and thousand separators | | **Timezone** | Used for scheduling and date calculations | ### Members Manage who has access to your organization and what they can do. See [Team Management](/docs/features/team-management) for the full guide. #### Member roles | Role | Permissions | | ---------- | ------------------------------------------------------------------ | | **Owner** | Full access including organization deletion and ownership transfer | | **Admin** | Can manage settings, members, and all organization resources | | **Member** | Can access and work with organization resources | | **Viewer** | Read-only access to organization data | Only **Owner** and **Admin** roles can invite new members, edit roles, or remove team members. You can also invite people who are not yet on the platform — they receive an email invitation to register and join your organization. ### Insurance Manage insurance policies for your organization. Add, edit, and track policy details including provider, coverage type, policy number, and expiration date. Expiring and expired policies appear as attention items on the [Dashboard](/docs/features/dashboard). The dashboard checks for policies expiring within 30 days. ### Plans View and compare available subscription plans. During the beta period, all users have full access to every feature. After beta, you can select from available plan tiers. Plans are compared side by side with feature limits and pricing for both monthly and yearly billing cycles. ### Billing View your billing history and download invoices from Stripe. Each entry shows the date, invoice number, amount, payment status, and links to view or download the PDF. If you are on the free plan or have not yet been billed, this page shows an empty state with a link to the [Plans](#plans) page. ### Usage Track your current resource consumption against your plan limits. The usage page shows three sections: | Section | What it shows | | ------------------- | --------------------------------------------------------------------------------------------------------------- | | **Resource Limits** | Progress bars for plan-limited resources (projects, team members, equipment, etc.) | | **AI Credits** | Monthly AI credit usage with remaining balance | | **Feature Access** | Which features are included in your plan (CRM Contacts, Invoicing, Client Portal, Priority Support, API Access) | Each resource shows a visual progress bar that changes color as you approach the limit. *** ## Communications Configure how dronelist.io drafts emails on your behalf. | Setting | Description | | ------------------- | --------------------------------------------------------------------------- | | **Email Tone** | Choose a tone for AI-drafted emails (e.g., professional, friendly, concise) | | **Email Signature** | A signature appended to all AI-drafted emails | *** ## Notifications Control how you receive notifications across different channels. The settings page shows a matrix of notification categories and delivery channels. ### Channels | Channel | Description | | ---------- | -------------------------------------------------------- | | **Email** | Notifications sent to your registered email address | | **In-app** | Notifications shown in the platform's notification inbox | | **SMS** | Coming soon (Pro plan) | ### Notification categories Categories are organized into three groups: **Account** | Category | Description | Default channels | | --------------- | --------------------------------- | ---------------- | | Security alerts | New logins and security events | Email + In-app | | Onboarding | Getting started tips and guidance | Email + In-app | **Business** | Category | Description | Default channels | | -------------------------------- | -------------------------------------------- | ---------------- | | Organization | Team activity (members joining, invitations) | Email + In-app | | [CRM](/docs/features/crm) | Deal stage changes and pipeline updates | In-app | | [Invoicing](/docs/features/invoicing) | Payments received and overdue reminders | Email + In-app | | [Proposals](/docs/features/proposals) | Client views and acceptances | Email + In-app | **Platform** | Category | Description | Default channels | | ---------------------- | -------------------------------- | ------------------- | | Platform updates | New features and improvements | Email + In-app | | Marketing & promotions | Offers, webinars, community news | Opt-in (Email only) | Toggle individual checkboxes to enable or disable specific category-channel combinations. Click **Save** to apply changes, or use the reset button to revert to your last saved configuration. *** ## Platform ### Integrations Connect third-party services to extend the platform's capabilities. Each integration has its own detail page with setup instructions, feature descriptions, and connection status. #### Available integrations | Integration | Category | What it does | | ------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------ | | **Google Calendar** | Calendar | Syncs your availability from Google Calendar. Reads only free/busy status for privacy. | | **Google Drive** | Storage | Browse and attach Google Drive files to projects and proposals. Share files with clients via links. | | **Stripe Connect** | Payment | Send [invoices](/docs/features/invoicing) and receive payments. Handles payment processing, compliance, and payouts to your bank account. | Each integration card shows its current status (connected, not connected, or requires setup) and a button to install or manage the connection. ### API Keys Create and manage API keys for programmatic access to your organization's data through the [public API](/docs/api-reference/overview). #### Creating a key 1. Click **Create Key** 2. Enter a descriptive name (e.g., "Zapier Integration") 3. Select the scopes (permissions) the key needs 4. Click **Create Key** 5. Copy the key immediately — it is only shown once #### Available scopes | Scope | Permission | | -------------------- | ------------------------------------------------------- | | **Equipment: Read** | Read [fleet](/docs/features/fleet) equipment data | | **Equipment: Write** | Create and update equipment records | | **Projects: Read** | Read [project](/docs/features/projects) data | | **Projects: Write** | Create and update projects | | **CRM: Read** | Read [CRM](/docs/features/crm) accounts, contacts, and deals | | **CRM: Write** | Create and update CRM records | | **Proposals: Read** | Read [proposal](/docs/features/proposals) data | | **Proposals: Write** | Create and update proposals | | **Expenses: Read** | Read [expense](/docs/features/expenses) data | | **Expenses: Write** | Create and update expenses | | **Services: Read** | Read service catalog data | #### Managing keys Each key card shows: * Key name and status (Active or Revoked) * A masked preview of the key prefix * Assigned scopes as badges * Creation date and last used date To revoke a key, click the delete icon and confirm. Revocation is immediate and permanent — any application using the key will lose access. ### Cookie Preferences Opens a dialog to manage your cookie consent settings. This controls which types of cookies (analytics, marketing, etc.) the platform is allowed to set in your browser. *** ## Tips Currency, date format, and number format affect how values appear across invoices, proposals, and the dashboard. Configure these in Address & Locale before creating financial records. When creating API keys, grant only the permissions each integration actually needs. A Zapier workflow that reads project data does not need CRM write access. The default notification settings are a good starting point, but you may want to adjust them. For example, enable email notifications for CRM if you want deal stage changes in your inbox, or opt out of marketing emails. The Stripe Connect integration must be fully set up (identity verification and bank account) before you can send invoices and receive payments through the platform. Check the Usage page periodically to see how close you are to plan limits. If you are approaching a cap on projects or team members, consider upgrading your plan before it blocks new records.