> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Your control centre in UMS — personal preferences and security, plus organisation-wide configuration for users, automation, billing, the white-label portal, and single sign-on.

The Settings area gathers your personal preferences and your organisation's configuration in one place. Open it from your avatar in the top-right corner — choose **My account** for personal settings or **Organisation** for organisation settings — then use the left nav rail at `/settings`.

## Navigating Settings

Settings uses a left-hand navigation rail split into two groups:

* **Personal** — settings scoped to your own account, such as your profile, security, and preferences.
* **Organisation** — settings that affect everyone in your organisation, such as users, automation, and billing.

<Note>
  The rail is permission-aware: sections you don't have permission to view are **hidden**, not greyed out. Organisation sections require manager or admin access, and some (Portal & Domain, Single Sign-On) also require a Business or Enterprise plan. If you're expecting a section and it's missing, contact your organisation administrator.
</Note>

## Personal

Settings scoped to you. See [Personal Settings](/settings/personal) for the full detail.

| Section           | What it covers                                  |
| ----------------- | ----------------------------------------------- |
| **Profile**       | Your name, contact details, and profile picture |
| **Security**      | Password and two-factor authentication (2FA)    |
| **Appearance**    | Light, dark, or system theme                    |
| **Notifications** | Your notification preferences and subscriptions |
| **Alert Routing** | Rules that forward alerts to specific contacts  |

## Organisation

Settings that affect your whole organisation.

| Section             | What it covers                                | Reference                                        |
| ------------------- | --------------------------------------------- | ------------------------------------------------ |
| **General**         | Organisation profile, logo, and timezone      | [Organisation Settings](/settings/organisation)  |
| **Users**           | Invite users, assign roles, manage access     | [Setting Up a User](/guides/setting-up-a-user)   |
| **Auto-Pilot**      | AI automation for the invoice pipeline        | [Organisation Settings](/settings/organisation)  |
| **Billing**         | Plan, usage, and payments                     | [Organisation Settings](/settings/organisation)  |
| **Portal & Domain** | White-label customer portal and custom domain | [Portal & Single Sign-On](/settings/white-label) |
| **Single Sign-On**  | SSO against your identity provider            | [Portal & Single Sign-On](/settings/white-label) |

## Related

* [Bulk Importing Data](/guides/bulk-importing-data) — import accounts, sites, connections, and more in bulk
* [Imports](/imports) — the Imports page reference and status meanings
* [Notifications](/notifications) — the in-app notifications drawer