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

# Company settings

> Configure company details, sites, data collection, quality rules, and member access.

<Tip>
  Need help in this area? See [Settings FAQ](/docs/platform/settings/faq).
</Tip>

Navigate to [**Settings**](https://dash.nectarclimate.com/settings/company/general) > **Company** to configure the currently selected company. Company admins see every item below. Site-only members can open **Sites** for sites they are assigned to.

If you manage multiple companies, use the company switcher in the sidebar first.

<Card title="Data collection & quality settings" icon="database" href="/docs/platform/settings/data-collection">
  Full reference for **Data Collection** plus **Bill Issues** and **Anomaly Detection** under **Data Quality** — including cost tracking, collection rules, issue suppression, and anomaly thresholds.
</Card>

## General

Open **Settings** > **Company** > **General**.

| Setting                                                | Description                                                                                                                         |
| ------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------- |
| **Company name**                                       | Display name used across the platform                                                                                               |
| **Fiscal year starts in**                              | Month that starts your fiscal year. Analytics and data quality periods that say “this year” or “this quarter” follow this calendar. |
| **Data entry notifications**                           | Sends periodic reminders and updates related to company data collection. Applies to all members of this company.                    |
| **Product update notifications**                       | Toggle release and product updates                                                                                                  |
| **Archive company / Restore company / Delete company** | Lifecycle actions with confirmation dialogs                                                                                         |

Archive pauses processing while preserving data. **Restore company** appears when the company is archived. Delete is permanent.

## Sites

Open **Settings** > **Company** > **Sites**, then choose **General** or **Individual Sites**.

| Area                 | Description                                                                                          |
| -------------------- | ---------------------------------------------------------------------------------------------------- |
| **General**          | Site tags, custom variable definitions, and **Add sites** (single site or bulk import from template) |
| **Individual Sites** | Table of sites with a **Status** filter (Active / Archived). Open a site to edit or restore.         |

Select a site to configure:

* **Basic Info** — name, address, external ID, area, data owners, tags, data collection dates
* **Required Data** — expected bill cadence per utility type (drives completeness and missing-data notifications)
* **Variables** — enter monthly or fixed custom variable values for that site
* **Emissions Factors** — site-level emission factor overrides
* **Waste** and **Estimation Rules** — shown when those capabilities apply to the site

### Custom variables

Open [**Settings > Company > Sites > General**](https://dash.nectarclimate.com/settings/company/sites).

Define monthly number series (for intensity denominators) and fixed site attributes on the **Custom variables** card (alongside site tags). Enter values per site or bulk-import them. See [Custom variables](/docs/platform/settings/custom-variables) for the full reference.

For dashboards, analytics, and comparison outside settings, see [Sites overview](/docs/platform/sites/overview).

## Data collection

Open **Settings** > **Company** > **Data Collection**.

Covers meter tags, collection rules (including **Site permissioning** and [cost tracking](/docs/platform/settings/data-collection#cost-tracking)), data collection start month, bill forwarding, and default units.

See [Data collection settings](/docs/platform/settings/data-collection) for the full field reference, save behavior, and FAQs.

## Data Quality

### Bill issues

Open [**Settings > Company > Data Quality > Bill Issues**](https://dash.nectarclimate.com/settings/company/data-quality/bill-issues).

Control which issue types are detected on new bills. Existing open issues are unaffected.

* **Company defaults** — toggle each suppressible issue type on or off
* **Custom suppression rules** — turn off one issue type for a specific utility provider, connection, or account

See [Bill issue settings](/docs/platform/settings/data-collection#bill-issue-settings).

### Anomaly detection

Open [**Settings > Company > Data Quality > Anomaly Detection**](https://dash.nectarclimate.com/settings/company/data-quality/anomaly-detection).

* Master toggle to enable detection for the company (off by default)
* A row per anomaly type (usage, cost, unit price, interest charges, bills after site archived) — enable each and set its available options; sensitivity applies to weather-aware types
* All settings apply company-wide

See [Anomaly detection settings](/docs/platform/settings/data-collection#anomaly-detection-settings) and [Anomalies](/docs/platform/data-quality/anomalies) for triage workflows.

### Savings

When Savings is enabled for your company, open [**Settings > Company > Data Quality > Savings**](https://dash.nectarclimate.com/settings/company/data-quality/savings) to turn detection triggers on or off. See [Savings](/docs/platform/data-quality/savings).

## Material routing

Open [**Settings > Company > Waste**](https://dash.nectarclimate.com/settings/company/waste) (**Material routing**).

Configure waste classification for waste utility data:

| Area                 | Description                                                                             |
| -------------------- | --------------------------------------------------------------------------------------- |
| **Waste materials**  | Material categories (paper, batteries, etc.) with density for volume-to-mass conversion |
| **Waste streams**    | How materials are processed or where they end up (recycled, landfill, composted, etc.)  |
| **Processing rules** | Link a waste material to a stream — company-wide, per provider, or per provider + site  |

A coverage summary flags untyped waste meters, meters without streams, and materials without a company-wide rule.

## Members

Open **Settings** > **Company** > **Members**.

* Add members by email
* Change role among **Admin**, **Editor**, **Viewer**, and **Site-only** access
* Assign site access when **Site permissioning** is enabled on Data Collection
* Remove members who no longer need access

<Note>
  Custom statuses are intentionally out of scope for the current release and are not available in Company settings yet.
</Note>