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Need help in this area? See Settings FAQ.
Open Settings from the sidebar footer. Settings opens on Personal → General and is organized into Personal, Company, and Organization sections. Company admins can also jump into many company pages from the Company item in the main sidebar (that shortcut does not list Data Quality — open Settings for the full company nav). Organization appears only if you have a billing profile.

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Personal

Personal settings that apply to your individual user profile.

General

Manage your name, password, display preferences (currency, date, decimal), and memberships.

Notifications

Choose channels, limit alerts to sites, and subscribe to an email digest.

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Company

Settings scoped to the company you are currently viewing. If your organization has multiple companies, use the company switcher to select which company to configure.

General

Company name, fiscal year start month, data entry and product update notifications, and company lifecycle actions.

Members

Add and remove company members, and control admin and site access.

Sites

Mega panel: General (tags, custom variables, add sites) and Individual Sites (per-site settings).

Data Collection

Collection rules, cost tracking, start month, bill forwarding, and default units.

Data Quality

Bill Issues, Anomaly Detection, and Savings (when enabled for your company).

Waste

Material routing — waste materials, streams, and processing rules for waste utility data.
Custom variable definitions live on Sites → General (not a separate settings nav item). See Custom variables. Integrations appears in Company settings when the company has an active export integration.
Custom statuses are not part of the current settings release. They will return in a future update.

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Organization

Organization-wide settings that apply across all companies. Organization settings are only visible to users with an organization (billing profile).

General

Organization name, admin team, billing, usage, and invoices.

Developer

API keys, webhooks, and white-label branding (when your workspace exposes developer tools).

Data Repository

Cross-company view of companies, connections, accounts, meters, and bills.
  • Sites — view and manage your sites from the main Sites page
  • Data Input — Connections — manage the connections that feed data into your company
  • White label — customize branding for invitations and customer-facing pages
  • For developers — API key setup and developer onboarding

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FAQ

An organization can have multiple companies. Organization settings apply across all companies in your organization. Company settings are scoped to a single company. Think of the organization as the parent entity that manages billing, API keys, and cross-company data, while each company tracks its own sites, members, and utility data.
Users with an organization (billing profile) see the Organization section in settings. Within that section, org admins can manage team membership, billing, and cross-company configuration. Users without an organization only see Personal and Company settings. Site-only members see Personal plus Sites for sites they are assigned to.
Go to Settings > Organization > General and click Add organization member. Enter their email. They become an organization admin with access to every company (including future companies). For company Admin, Editor, Viewer, or Site-only roles, use Settings > Company > Members instead.